WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,674 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $282.9M | 5.0% | $100.76 | +67.65% | 19 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 838,543 | $264.8M | 4.7% | $133.86 | +131.94% | 19 qtrssince 2019-Q1 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 470,563 | $201.2M | 3.6% | $255.82 | +62.41% | 19 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE S&P 500 ETF | 419,902 | $180.3M | 3.2% | $309.38 | +34.65% | 19 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL C | 1.3M | $172.3M | 3.1% | $96.46 | +35.68% | 19 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 391,387 | $170.2M | 3.0% | $17.62 | +146.64% | 19 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC-CL A | 256 | $136.1M | 2.4% | $306,788.31 | +73.24% | 19 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 1M | $127.8M | 2.3% | $108.46 | +17.20% | 19 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 439,681 | $101.1M | 1.8% | $156.72 | +43.46% | 19 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 370,798 | $92.5M | 1.6% | $40.68 | +18.75% | 19 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 625,705 | $90.7M | 1.6% | $89.39 | +53.35% | 19 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 145,197 | $66.3M | 1.2% | $326.30 | +36.10% | 19 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 188,921 | $66.2M | 1.2% | $215.89 | +62.26% | 19 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 690,801 | $65.2M | 1.2% | $80.67 | +12.57% | 19 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE DEVELOPED ETF | 1.5M | $64.4M | 1.1% | $35.94 | +12.32% | 19 qtrssince 2019-Q1 | Increased 49 |
CHEVRON CORP | 369,456 | $62.3M | 1.1% | $99.54 | +50.72% | 19 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 375,831 | $58.5M | 1.0% | $117.69 | +23.48% | 19 qtrssince 2019-Q1 | Increased 46 |
APPLIED MATERIALS INC | 406,014 | $56.2M | 1.0% | $125.17 | +8.16% | 19 qtrssince 2019-Q1 | Increased 41 |
META PLATFORMS INC-CLASS A | 171,971 | $51.6M | 0.9% | $282.91 | +5.38% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 165 new positions, 53 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
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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