WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,568 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 597,789 | $192.4M | 5.0% | $253.19 | +15.59% | 4 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 406,549 | $119.4M | 3.1% | $45.55 | +55.14% | 4 qtrssince 2019-Q1 | Increased 55 |
Microsoft Corp. | 735,517 | $116M | 3.0% | $111.39 | +33.58% | 4 qtrssince 2019-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 283 | $96.1M | 2.5% | $301,215.00 | +12.46% | 4 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co. | 608,676 | $84.8M | 2.2% | $83.64 | +39.28% | 4 qtrssince 2019-Q1 | Increased 52 |
iShares Trust CORE S&P500 ETF | 247,291 | $79.9M | 2.1% | $261.90 | +11.80% | 4 qtrssince 2019-Q1 | Increased 60 |
Visa Inc | 410,756 | $77.2M | 2.0% | $149.13 | +20.04% | 4 qtrssince 2019-Q1 | Increased 52 |
iShares Trust RUSSELL 2000 ETF | 435,798 | $72.2M | 1.9% | $139.73 | +9.19% | 4 qtrssince 2019-Q1 | Increased 48 |
Amazon.com, Inc. | 38,122 | $70.4M | 1.8% | $89.19 | +3.59% | 4 qtrssince 2019-Q1 | Increased 48 |
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | 182,305 | $68.4M | 1.8% | $315.73 | +9.74% | 4 qtrssince 2019-Q1 | Increased 47 |
Alphabet Inc. | 50,851 | $68M | 1.8% | $58.30 | +13.59% | 4 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INTL EQUITY INDEX F | 1.2M | $65M | 1.7% | $40.23 | +10.33% | 4 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 389,405 | $56.8M | 1.5% | $113.67 | +6.68% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P MID-CAP ETF | 251,099 | $51.7M | 1.4% | $34.38 | +8.61% | 4 qtrssince 2019-Q1 | Increased 52 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1M | $45.3M | 1.2% | $33.09 | +9.67% | 4 qtrssince 2019-Q1 | Increased 51 |
DISNEY WALT CO | 296,313 | $42.9M | 1.1% | $108.11 | +29.71% | 4 qtrssince 2019-Q1 | Increased 47 |
BOEING CO | 128,401 | $41.8M | 1.1% | $372.04 | -12.96% | 4 qtrssince 2019-Q1 | Increased 46 |
PEPSICO INC | 283,628 | $38.8M | 1.0% | $97.34 | +13.48% | 4 qtrssince 2019-Q1 | Increased 46 |
NIKE INC | 380,390 | $38.5M | 1.0% | $75.44 | +20.68% | 4 qtrssince 2019-Q1 | Increased 46 |
HONEYWELL INTL INC | 211,872 | $37.5M | 1.0% | $135.64 | +12.31% | 4 qtrssince 2019-Q1 | Increased 42 |
WHITTIER TRUST CO manages $3.8B across 1568 positions as of Q4 2019. Top holdings: SPY (5.0%), AAPL (3.1%), MSFT (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 82 new positions, 113 exits, 429 increased. Top move: IVV (INCREASED, conviction 60). Portfolio: $3.8B across 1568 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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