WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,594 positions
APPLE INC | 1.7M | $305.8M | 5.0% | $55.19 | +214.29% | 12 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 791,024 | $266M | 4.3% | $120.70 | +167.92% | 12 qtrssince 2019-Q1 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 540,425 | $256.7M | 4.2% | $253.24 | +76.03% | 12 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 60,454 | $174.9M | 2.8% | $64.16 | +123.39% | 12 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 335,916 | $160.2M | 2.6% | $285.65 | +56.27% | 12 qtrssince 2019-Q1 | Increased 54 |
AMAZON COM INC | 45,075 | $150.3M | 2.4% | $98.29 | +69.62% | 12 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 421,343 | $123.9M | 2.0% | $6.00 | +388.46% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 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% | $86.89 | +61.78% | 12 qtrssince 2019-Q1 | Increased 48 |
VISA INC | 435,305 | $94.3M | 1.5% | $153.27 | +36.38% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 326,011 | $92.3M | 1.5% | $37.80 | +39.95% | 12 qtrssince 2019-Q1 | Increased 49 |
STATE STR SPDR S&P MIDCAP 40 | 163,811 | $84.8M | 1.4% | $318.28 | +53.47% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 348,356 | $77.5M | 1.3% | $145.41 | +44.25% | 12 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 426,067 | $71M | 1.2% | $81.22 | +87.58% | 12 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 403,778 | $69.1M | 1.1% | $115.27 | +29.92% | 12 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 551,613 | $63.2M | 1.0% | $75.84 | +40.48% | 12 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 1.1M | $57.9M | 0.9% | $34.14 | +30.24% | 12 qtrssince 2019-Q1 | Increased 42 |
META PLATFORMS INC | 169,167 | $56.9M | 0.9% | $294.01 | +13.32% | 4 qtrssince 2021-Q1 | Increased 42 |
ABBOTT LABORATORIES | 399,198 | $56.2M | 0.9% | $73.32 | +73.76% | 12 qtrssince 2019-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC DEL | 184,843 | $55.3M | 0.9% | $209.15 | +42.96% | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 120 new positions, 34 exits, 462 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
Verify source filings on SEC EDGAR