WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,417 positions
Apple Inc. | 1.7M | $221.5M | 4.7% | $49.51 | +160.16% | 8 qtrssince 2019-Q1 | Increased 56 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 571,057 | $213.5M | 4.6% | $252.12 | +37.36% | 8 qtrssince 2019-Q1 | Increased 56 |
Microsoft Corp. | 760,107 | $169.1M | 3.6% | $114.69 | +84.92% | 8 qtrssince 2019-Q1 | Increased 56 |
Amazon.com, Inc. | 42,263 | $137.6M | 2.9% | $93.76 | +73.69% | 8 qtrssince 2019-Q1 | Increased 52 |
EMERSON ELEC CO | 1.4M | $111.7M | 2.4% | $58.05 | +23.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 271,117 | $101.8M | 2.2% | $261.63 | +32.51% | 8 qtrssince 2019-Q1 | Increased 52 |
Alphabet Inc. | 56,525 | $99M | 2.1% | $59.77 | +45.18% | 8 qtrssince 2019-Q1 | Increased 53 |
Visa Inc | 447,131 | $97.8M | 2.1% | $153.11 | +36.95% | 8 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 259 | $90.1M | 1.9% | $301,327.89 | +14.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 579,912 | $73.7M | 1.6% | $84.11 | +30.83% | 8 qtrssince 2019-Q1 | Increased 48 |
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | 172,460 | $72.4M | 1.5% | $315.74 | +24.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 329,060 | $64.5M | 1.4% | $140.25 | +30.57% | 8 qtrssince 2019-Q1 | Increased 47 |
Johnson & Johnson | 389,271 | $61.3M | 1.3% | $114.03 | +17.85% | 8 qtrssince 2019-Q1 | Increased 47 |
NIKE INC | 409,692 | $58M | 1.2% | $77.97 | +64.61% | 8 qtrssince 2019-Q1 | Increased 48 |
DISNEY WALT CO | 317,741 | $57.6M | 1.2% | $109.94 | +59.78% | 8 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MID-CAP ETF | 243,297 | $55.9M | 1.2% | $33.83 | +25.38% | 8 qtrssince 2019-Q1 | Increased 47 |
NVIDIA Corp. | 104,884 | $54.8M | 1.2% | $5.85 | +121.97% | 8 qtrssince 2019-Q1 | Increased 53 |
HONEYWELL INTL INC | 231,624 | $49.3M | 1.1% | $136.65 | +37.09% | 8 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1M | $48.6M | 1.0% | $33.31 | +19.53% | 8 qtrssince 2019-Q1 | Increased 48 |
Abbott Laboratories | 386,914 | $42.4M | 0.9% | $72.29 | +35.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $4.7B across 1417 positions as of Q4 2020. Top holdings: AAPL (4.7%), SPY (4.6%), MSFT (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 62 new positions, 114 exits, 401 increased. Top move: AAPL (INCREASED, conviction 56). Portfolio: $4.7B across 1417 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