WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,622 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $219.7M | 4.3% | $100.24 | +27.35% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 812,260 | $194.8M | 3.8% | $124.66 | +87.88% | 16 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 497,542 | $190.3M | 3.7% | $255.46 | +43.90% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 412,322 | $158.4M | 3.1% | $307.18 | +19.91% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 264 | $123.7M | 2.4% | $306,788.31 | +52.78% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $114.2M | 2.2% | $95.81 | -8.08% | 16 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P MIDCAP ETF | 418,274 | $101.2M | 2.0% | $40.21 | +15.21% | 16 qtrssince 2019-Q1 | Increased 55 |
VISA INC-CLASS A SHARES | 442,817 | $92M | 1.8% | $154.32 | +30.84% | 16 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 623,374 | $83.6M | 1.6% | $88.27 | +40.47% | 16 qtrssince 2019-Q1 | Increased 47 |
AMAZON.COM INC | 943,774 | $79.3M | 1.5% | $108.59 | -22.64% | 16 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 167,278 | $74.1M | 1.4% | $326.30 | +30.77% | 16 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 400,416 | $70.7M | 1.4% | $117.53 | +37.20% | 16 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORP | 380,051 | $68.2M | 1.3% | $97.75 | +58.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 699,991 | $66.2M | 1.3% | $79.92 | +12.64% | 16 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 437,742 | $64M | 1.2% | $16.90 | -13.62% | 16 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 191,154 | $59M | 1.1% | $212.27 | +45.52% | 16 qtrssince 2019-Q1 | Increased 46 |
ISHARES RUSSELL 2000 ETF ETF | 326,963 | $57M | 1.1% | $146.37 | +14.71% | 16 qtrssince 2019-Q1 | Increased 46 |
HONEYWELL INTL INC | 254,547 | $54.5M | 1.1% | $139.94 | +35.31% | 16 qtrssince 2019-Q1 | Increased 48 |
ANTHEM INC | 103,444 | $53.1M | 1.0% | $274.49 | +78.60% | 16 qtrssince 2019-Q1 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 1.3M | $52.5M | 1.0% | $35.06 | +8.36% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
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
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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