WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,505 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $319.7M | 5.2% | $101.19 | +87.98% | 20 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 829,397 | $311.9M | 5.1% | $133.86 | +176.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 461,767 | $219.5M | 3.6% | $255.82 | +81.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 415,913 | $198.7M | 3.2% | $309.38 | +50.37% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 393,890 | $195.1M | 3.2% | $17.83 | +177.61% | 20 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL C | 1.3M | $185.2M | 3.0% | $96.69 | +44.67% | 20 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 1M | $153.6M | 2.5% | $108.73 | +39.74% | 20 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL A | 256 | $138.9M | 2.3% | $306,788.31 | +76.87% | 20 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 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% | $89.51 | +80.94% | 20 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P MIDCAP ETF | 314,591 | $87.2M | 1.4% | $40.68 | +32.56% | 20 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 142,268 | $72.2M | 1.2% | $326.30 | +51.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 61,529 | $68.7M | 1.1% | $37.43 | +191.63% | 20 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 190,279 | $67.9M | 1.1% | $216.89 | +64.44% | 20 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $65.1M | 1.1% | $35.94 | +24.68% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 386,230 | $62.6M | 1.0% | $125.17 | +26.89% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 174,734 | $61.8M | 1.0% | $284.00 | +23.77% | 12 qtrssince 2021-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 556,341 | $60.2M | 1.0% | $80.67 | +29.52% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 370,357 | $58M | 0.9% | $117.69 | +25.26% | 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: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 58 new positions, 227 exits, 306 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