WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,712 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $240M | 5.0% | $100.24 | +35.23% | 15 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 812,136 | $189.1M | 4.0% | $124.65 | +85.57% | 15 qtrssince 2019-Q1 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 499,970 | $178.6M | 3.7% | $255.46 | +35.89% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 415,254 | $148.9M | 3.1% | $307.18 | +13.22% | 15 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 1.3M | $123.5M | 2.6% | $95.83 | +1.59% | 15 qtrssince 2019-Q1 | Increased 83 |
AMAZON.COM INC | 957,678 | $108.2M | 2.3% | $108.59 | +5.72% | 15 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL A | 266 | $108.1M | 2.3% | $306,788.31 | +32.57% | 15 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P MIDCAP ETF | 359,013 | $78.7M | 1.6% | $39.20 | +7.49% | 15 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 440,085 | $78.2M | 1.6% | $154.02 | +11.84% | 15 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 398,728 | $65.1M | 1.4% | $117.35 | +27.16% | 15 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 620,795 | $64.9M | 1.4% | $88.12 | +10.39% | 15 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 158,229 | $63.6M | 1.3% | $320.56 | +21.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 382,876 | $55M | 1.2% | $97.75 | +26.17% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES RUSSELL 2000 ETF ETF | 325,879 | $53.7M | 1.1% | $146.30 | +8.85% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 608,734 | $53.1M | 1.1% | $78.41 | +5.95% | 15 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORP | 435,038 | $52.8M | 1.1% | $16.92 | -27.88% | 15 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 190,242 | $50.8M | 1.1% | $211.81 | +27.28% | 15 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 1.3M | $47.5M | 1.0% | $35.06 | -6.75% | 15 qtrssince 2019-Q1 | Increased 43 |
ANTHEM INC | 103,410 | $47M | 1.0% | $274.42 | +58.69% | 15 qtrssince 2019-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 85,283 | $43.1M | 0.9% | $256.59 | +87.15% | 15 qtrssince 2019-Q1 | Increased 44 |
WHITTIER TRUST CO manages $4.8B across 1712 positions as of Q3 2022. Top holdings: AAPL (5.0%), MSFT (4.0%), SPY (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 91 new positions, 92 exits, 427 increased. Top move: GOOG (INCREASED, conviction 83). Portfolio: $4.8B across 1712 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