WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,505 positions
APPLE INC | 1.7M | $319.7M | 5.2% | $57.86 | +228.77% | 20 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 829,397 | $311.9M | 5.1% | $133.14 | +176.54% | 20 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 461,767 | $219.5M | 3.6% | $253.60 | +81.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 415,913 | $198.7M | 3.2% | $305.87 | +50.85% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 393,890 | $195.1M | 3.2% | $7.90 | +525.31% | 20 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC | 1.3M | $185.2M | 3.0% | $68.65 | +103.37% | 20 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 1M | $153.6M | 2.5% | $101.13 | +50.24% | 20 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 256 | $138.9M | 2.3% | $306,788.31 | +76.87% | 20 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 442,035 | $115.1M | 1.9% | $157.24 | +62.19% | 20 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO. | 626,794 | $106.6M | 1.7% | $88.62 | +81.01% | 20 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 314,591 | $87.2M | 1.4% | $40.29 | +32.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P MIDCAP 40 | 142,268 | $72.2M | 1.2% | $323.97 | +51.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 61,529 | $68.7M | 1.1% | $37.31 | +191.00% | 20 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 190,279 | $67.9M | 1.1% | $216.91 | +64.42% | 20 qtrssince 2019-Q1 | Increased 47 |
VANGUARD | 1.4M | $65.1M | 1.1% | $35.58 | +24.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 386,230 | $62.6M | 1.0% | $125.17 | +26.89% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 174,734 | $61.8M | 1.0% | $288.56 | +21.50% | 12 qtrssince 2021-Q1 | Increased 47 |
ISHARES TR | 556,341 | $60.2M | 1.0% | $79.99 | +29.55% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 370,357 | $58M | 0.9% | $115.86 | +25.22% | 20 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 237,196 | $57.1M | 0.9% | $84.64 | +178.23% | 20 qtrssince 2019-Q1 | Increased 42 |
WHITTIER TRUST CO manages $6.2B across 1505 positions as of Q4 2023. Top holdings: AAPL (5.2%), MSFT (5.1%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 58 new positions, 227 exits, 308 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $6.2B across 1505 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
Verify source filings on SEC EDGAR