WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,594 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $305.8M | 5.0% | $99.72 | +73.94% | 12 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 791,024 | $266M | 4.3% | $121.22 | +170.85% | 12 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 540,425 | $256.7M | 4.2% | $255.46 | +76.31% | 12 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL C | 60,454 | $174.9M | 2.8% | $64.24 | +125.61% | 12 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE S&P 500 ETF | 335,916 | $160.2M | 2.6% | $287.92 | +56.71% | 12 qtrssince 2019-Q1 | Increased 54 |
AMAZON.COM INC | 45,075 | $150.3M | 2.4% | $98.06 | +71.98% | 12 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 421,343 | $123.9M | 2.0% | $16.82 | +75.53% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 268 | $120.8M | 2.0% | $306,411.28 | +47.74% | 12 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 608,633 | $96.4M | 1.6% | $87.73 | +61.90% | 12 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 435,305 | $94.3M | 1.5% | $153.27 | +36.38% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 326,011 | $92.3M | 1.5% | $38.15 | +39.60% | 12 qtrssince 2019-Q1 | Increased 49 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 163,811 | $84.8M | 1.4% | $320.56 | +53.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 348,356 | $77.5M | 1.3% | $146.30 | +44.65% | 12 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 426,067 | $71M | 1.2% | $83.32 | +88.60% | 12 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 403,778 | $69.1M | 1.1% | $117.07 | +30.91% | 12 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 551,613 | $63.2M | 1.0% | $76.51 | +40.58% | 12 qtrssince 2019-Q1 | Increased 52 |
VANGUARD FTSE DEVELOPED ETF | 1.1M | $57.9M | 0.9% | $34.46 | +30.30% | 12 qtrssince 2019-Q1 | Increased 42 |
META PLATFORMS INC-CLASS A | 169,167 | $56.9M | 0.9% | $288.88 | +18.38% | 4 qtrssince 2021-Q1 | Increased 42 |
ABBOTT LABORATORIES | 399,198 | $56.2M | 0.9% | $73.77 | +73.76% | 12 qtrssince 2019-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC-CL B | 184,843 | $55.3M | 0.9% | $209.11 | +43.46% | 12 qtrssince 2019-Q1 | Increased 43 |
WHITTIER TRUST CO manages $6.2B across 1594 positions as of Q4 2021. Top holdings: AAPL (5.0%), MSFT (4.3%), SPY (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 120 new positions, 34 exits, 461 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $6.2B across 1594 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