WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,417 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $221.5M | 4.7% | $96.61 | +33.34% | 8 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 571,057 | $213.5M | 4.6% | $254.32 | +36.54% | 8 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 760,107 | $169.1M | 3.6% | $115.27 | +84.53% | 8 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 42,263 | $137.6M | 2.9% | $93.58 | +75.57% | 8 qtrssince 2019-Q1 | Increased 52 |
EMERSON ELECTRIC CO | 1.4M | $111.7M | 2.4% | $58.13 | +23.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 271,117 | $101.8M | 2.2% | $263.86 | +31.74% | 8 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL C | 56,525 | $99M | 2.1% | $59.81 | +44.33% | 8 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 447,131 | $97.8M | 2.1% | $153.11 | +36.95% | 8 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 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% | $84.88 | +29.14% | 8 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 172,460 | $72.4M | 1.5% | $318.01 | +24.43% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 329,060 | $64.5M | 1.4% | $141.20 | +30.81% | 8 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 389,271 | $61.3M | 1.3% | $115.78 | +16.94% | 8 qtrssince 2019-Q1 | Increased 47 |
NIKE INC -CL B | 409,692 | $58M | 1.2% | $79.97 | +64.87% | 8 qtrssince 2019-Q1 | Increased 48 |
WALT DISNEY CO/THE | 317,741 | $57.6M | 1.2% | $110.77 | +59.80% | 8 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 243,297 | $55.9M | 1.2% | $34.10 | +25.27% | 8 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORP | 104,884 | $54.8M | 1.2% | $5.83 | +124.94% | 8 qtrssince 2019-Q1 | Increased 53 |
HONEYWELL INTL INC | 231,624 | $49.3M | 1.1% | $131.92 | +36.09% | 8 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 1M | $48.6M | 1.0% | $33.61 | +20.37% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 60 new positions, 112 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
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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