WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,674 positions
APPLE INC | 1.7M | $282.9M | 5.0% | $57.22 | +195.21% | 19 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 838,543 | $264.8M | 4.7% | $133.14 | +131.74% | 19 qtrssince 2019-Q1 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 470,563 | $201.2M | 3.6% | $253.60 | +62.57% | 19 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 419,902 | $180.3M | 3.2% | $305.87 | +35.08% | 19 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 1.3M | $172.3M | 3.1% | $68.27 | +91.33% | 19 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORPORATION | 391,387 | $170.2M | 3.0% | $7.63 | +468.30% | 19 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC DEL | 256 | $136.1M | 2.4% | $306,788.31 | +73.24% | 19 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 1M | $127.8M | 2.3% | $100.82 | +26.09% | 19 qtrssince 2019-Q1 | Increased 52 |
VISA INC | 439,681 | $101.1M | 1.8% | $156.72 | +43.46% | 19 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 370,798 | $92.5M | 1.6% | $40.29 | +18.96% | 19 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 625,705 | $90.7M | 1.6% | $88.50 | +53.41% | 19 qtrssince 2019-Q1 | Increased 48 |
STATE STR SPDR S&P MIDCAP 40 | 145,197 | $66.3M | 1.2% | $323.97 | +36.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 188,921 | $66.2M | 1.2% | $215.91 | +62.24% | 19 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 690,801 | $65.2M | 1.2% | $79.99 | +12.60% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD | 1.5M | $64.4M | 1.1% | $35.58 | +12.38% | 19 qtrssince 2019-Q1 | Increased 49 |
CHEVRON CORPORATION | 369,456 | $62.3M | 1.1% | $99.54 | +50.72% | 19 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 375,831 | $58.5M | 1.0% | $115.86 | +23.44% | 19 qtrssince 2019-Q1 | Increased 46 |
APPLIED MATLS INC | 406,014 | $56.2M | 1.0% | $125.17 | +8.16% | 19 qtrssince 2019-Q1 | Increased 41 |
META PLATFORMS INC | 171,971 | $51.6M | 0.9% | $287.57 | +3.41% | 11 qtrssince 2021-Q1 | Increased 42 |
EATON CORP PLC | 235,899 | $50.3M | 0.9% | $83.81 | +147.86% | 19 qtrssince 2019-Q1 | Increased 42 |
WHITTIER TRUST CO manages $5.6B across 1674 positions as of Q3 2023. Top holdings: AAPL (5.0%), MSFT (4.7%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 169 new positions, 56 exits, 591 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $5.6B across 1674 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
Verify source filings on SEC EDGAR