WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,568 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 597,789 | $192.4M | 5.0% | $255.16 | +15.31% | 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% | $112.07 | +33.52% | 4 qtrssince 2019-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL A | 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% | $84.43 | +38.53% | 4 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P 500 ETF | 247,291 | $79.9M | 2.1% | $263.78 | +11.67% | 4 qtrssince 2019-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 410,756 | $77.2M | 2.0% | $149.13 | +20.04% | 4 qtrssince 2019-Q1 | Increased 52 |
ISHARES RUSSELL 2000 ETF ETF | 435,798 | $72.2M | 1.9% | $140.67 | +9.04% | 4 qtrssince 2019-Q1 | Increased 48 |
AMAZON.COM INC | 38,122 | $70.4M | 1.8% | $89.18 | +3.54% | 4 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 182,305 | $68.4M | 1.8% | $318.05 | +9.63% | 4 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 50,851 | $68M | 1.8% | $58.42 | +13.50% | 4 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE ALL-WORLD EX-U | 1.2M | $65M | 1.7% | $40.57 | +9.98% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 389,405 | $56.8M | 1.5% | $115.47 | +6.28% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P MIDCAP ETF | 251,099 | $51.7M | 1.4% | $34.63 | +8.57% | 4 qtrssince 2019-Q1 | Increased 52 |
VANGUARD FTSE DEVELOPED ETF | 1M | $45.3M | 1.2% | $33.38 | +9.15% | 4 qtrssince 2019-Q1 | Increased 51 |
WALT DISNEY CO/THE | 296,313 | $42.9M | 1.1% | $108.91 | +28.97% | 4 qtrssince 2019-Q1 | Increased 47 |
BOEING CO/THE | 128,401 | $41.8M | 1.1% | $372.04 | -12.96% | 4 qtrssince 2019-Q1 | Increased 46 |
PEPSICO INC | 283,628 | $38.8M | 1.0% | $100.30 | +13.60% | 4 qtrssince 2019-Q1 | Increased 46 |
NIKE INC -CL B | 380,390 | $38.5M | 1.0% | $77.41 | +20.11% | 4 qtrssince 2019-Q1 | Increased 46 |
HONEYWELL INTL INC | 211,872 | $37.5M | 1.0% | $131.05 | +11.96% | 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: Steady Compounder. HoldingsIntel Rating: 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
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