WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,469 positions
EMERSON ELEC CO | 3.1M | $204.9M | 4.9% | $58.05 | -0.01% | 7 qtrssince 2019-Q1 | Increased 91 |
APPLE INC | 1.7M | $192.5M | 4.6% | $49.19 | +128.16% | 7 qtrssince 2019-Q1 | Increased 90 |
STATE STR SPDR S&P 500 ETF T | 570,507 | $191.1M | 4.5% | $252.02 | +22.56% | 7 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 756,260 | $159.1M | 3.8% | $114.19 | +75.17% | 7 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 42,248 | $133M | 3.2% | $93.73 | +67.96% | 7 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 265,548 | $89.2M | 2.1% | $259.85 | +18.91% | 7 qtrssince 2019-Q1 | Increased 52 |
VISA INC | 430,964 | $86.2M | 2.1% | $150.98 | +26.78% | 7 qtrssince 2019-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 260 | $83.2M | 2.0% | $301,327.89 | +4.83% | 7 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC | 55,044 | $80.9M | 1.9% | $59.04 | +23.28% | 7 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 172,990 | $58.6M | 1.4% | $315.74 | +0.15% | 7 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 385,224 | $57.4M | 1.4% | $113.81 | +10.92% | 7 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 569,459 | $54.8M | 1.3% | $83.63 | -1.23% | 7 qtrssince 2019-Q1 | Increased 46 |
NVIDIA CORPORATION | 92,230 | $49.9M | 1.2% | $4.87 | +176.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 397,098 | $49.9M | 1.2% | $76.37 | +48.83% | 7 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 325,126 | $48.7M | 1.2% | $139.73 | -0.18% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 238,327 | $44.2M | 1.1% | $33.65 | +1.33% | 7 qtrssince 2019-Q1 | Increased 46 |
ABBOTT LABORATORIES | 391,730 | $42.6M | 1.0% | $71.85 | +34.58% | 7 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 993,315 | $40.6M | 1.0% | $33.07 | +3.38% | 7 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 288,903 | $40.2M | 1.0% | $88.36 | +35.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 147,088 | $38.5M | 0.9% | $173.65 | +49.39% | 7 qtrssince 2019-Q1 | Increased 41 |
WHITTIER TRUST CO manages $4.2B across 1469 positions as of Q3 2020. Top holdings: EMR (4.9%), AAPL (4.6%), SPY (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 122 new positions, 95 exits, 369 increased. Top move: EMR (INCREASED, conviction 91). Portfolio: $4.2B across 1469 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR