WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,712 positions
APPLE INC | 1.7M | $240M | 5.0% | $56.36 | +140.50% | 15 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 812,136 | $189.1M | 4.0% | $123.96 | +81.83% | 15 qtrssince 2019-Q1 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 499,970 | $178.6M | 3.7% | $253.24 | +33.91% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 415,254 | $148.9M | 3.1% | $303.62 | +11.83% | 15 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC | 1.3M | $123.5M | 2.6% | $66.60 | +43.01% | 15 qtrssince 2019-Q1 | Increased 83 |
AMAZON COM INC | 957,678 | $108.2M | 2.3% | $100.20 | +12.77% | 15 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 266 | $108.1M | 2.3% | $306,788.31 | +32.57% | 15 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 359,013 | $78.7M | 1.6% | $38.79 | +6.96% | 15 qtrssince 2019-Q1 | Increased 48 |
VISA INC | 440,085 | $78.2M | 1.6% | $154.02 | +11.84% | 15 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 398,728 | $65.1M | 1.4% | $115.52 | +26.22% | 15 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 620,795 | $64.9M | 1.4% | $87.23 | +8.73% | 15 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 158,229 | $63.6M | 1.3% | $318.28 | +20.27% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 382,876 | $55M | 1.2% | $97.75 | +26.17% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 325,879 | $53.7M | 1.1% | $145.41 | +7.99% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 608,734 | $53.1M | 1.1% | $77.64 | +5.50% | 15 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORPORATION | 435,038 | $52.8M | 1.1% | $6.45 | +87.59% | 15 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 190,242 | $50.8M | 1.1% | $211.76 | +26.10% | 15 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 1.3M | $47.5M | 1.0% | $34.67 | -7.04% | 15 qtrssince 2019-Q1 | Increased 43 |
ELEVANCE HEALTH INC FORMERLY | 103,410 | $47M | 1.0% | $270.47 | +57.80% | 15 qtrssince 2019-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 85,283 | $43.1M | 0.9% | $251.28 | +86.01% | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 92 new positions, 93 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
Verify source filings on SEC EDGAR