WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,622 positions
APPLE INC | 1.7M | $219.7M | 4.3% | $56.36 | +126.48% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 812,260 | $194.8M | 3.8% | $123.97 | +87.74% | 16 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 497,542 | $190.3M | 3.7% | $253.24 | +44.04% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 412,322 | $158.4M | 3.1% | $303.62 | +20.32% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 264 | $123.7M | 2.4% | $306,788.31 | +52.78% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.3M | $114.2M | 2.2% | $66.66 | +31.86% | 16 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 418,274 | $101.2M | 2.0% | $39.80 | +15.48% | 16 qtrssince 2019-Q1 | Increased 55 |
VISA INC | 442,817 | $92M | 1.8% | $154.32 | +30.84% | 16 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 623,374 | $83.6M | 1.6% | $87.38 | +40.54% | 16 qtrssince 2019-Q1 | Increased 47 |
AMAZON COM INC | 943,774 | $79.3M | 1.5% | $100.20 | -16.17% | 16 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P MIDCAP 40 | 167,278 | $74.1M | 1.4% | $323.97 | +30.74% | 16 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 400,416 | $70.7M | 1.4% | $115.71 | +37.15% | 16 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORPORATION | 380,051 | $68.2M | 1.3% | $97.75 | +58.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 699,991 | $66.2M | 1.3% | $79.16 | +12.79% | 16 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 437,742 | $64M | 1.2% | $6.50 | +124.15% | 16 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 191,154 | $59M | 1.1% | $212.22 | +45.56% | 16 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 326,963 | $57M | 1.1% | $145.48 | +14.64% | 16 qtrssince 2019-Q1 | Increased 46 |
HONEYWELL INTL INC | 254,547 | $54.5M | 1.1% | $144.88 | +35.24% | 16 qtrssince 2019-Q1 | Increased 48 |
ELEVANCE HEALTH INC FORMERLY | 103,444 | $53.1M | 1.0% | $270.54 | +78.59% | 16 qtrssince 2019-Q1 | Increased 46 |
VANGUARD TAX-MANAGED FDS | 1.3M | $52.5M | 1.0% | $34.67 | +8.56% | 16 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $5.1B across 1622 positions as of Q4 2022. Top holdings: AAPL (4.3%), MSFT (3.8%), SPY (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 58 new positions, 148 exits, 312 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.1B across 1622 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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