WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,508 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $235.2M | 4.3% | — | — | — | — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 537,277 | $230.6M | 4.2% | — | — | — | — |
MICROSOFT CORP | 783,694 | $220.9M | 4.0% | — | — | — | — |
ALPHABET INC-CL C | 59,239 | $157.9M | 2.9% | — | — | — | — |
AMAZON.COM INC | 44,212 | $145.2M | 2.6% | — | — | — | — |
ISHARES CORE S&P 500 ETF | 324,347 | $139.7M | 2.5% | — | — | — | — |
BERKSHIRE HATHAWAY INC-CL A | 259 | $106.5M | 1.9% | — | — | — | — |
JPMORGAN CHASE & CO | 600,164 | $98.2M | 1.8% | — | — | — | — |
VISA INC-CLASS A SHARES | 439,356 | $97.9M | 1.8% | — | — | — | — |
NVIDIA CORP | 421,866 | $87.4M | 1.6% | — | — | — | — |
ISHARES CORE S&P MIDCAP ETF | 312,699 | $82.3M | 1.5% | — | — | — | — |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 165,514 | $79.6M | 1.4% | — | — | — | — |
ISHARES RUSSELL 2000 ETF ETF | 355,564 | $77.8M | 1.4% | — | — | — | — |
JOHNSON & JOHNSON | 397,949 | $64.3M | 1.2% | — | — | — | — |
NIKE INC -CL B | 419,027 | $60.9M | 1.1% | — | — | — | — |
VANGUARD FTSE DEVELOPED ETF | 1.1M | $56.7M | 1.0% | — | — | — | — |
META PLATFORMS INC-CLASS A | 165,010 | $56M | 1.0% | — | — | — | — |
WALT DISNEY CO/THE | 327,668 | $55.4M | 1.0% | — | — | — | — |
ISHARES CORE S&P SMALL-CAP ETF ETF | 494,130 | $54M | 1.0% | — | — | — | — |
ISHARES CORE MSCI EMERGING | 861,109 | $53.2M | 1.0% | — | — | — | — |
WHITTIER TRUST CO manages $5.5B across 1508 positions as of Q3 2021. Top holdings: AAPL (4.3%), SPY (4.2%), MSFT (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 99 new positions, 119 exits, 323 increased. No standout high-conviction moves this quarter. Portfolio: $5.5B across 1508 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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