WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,547 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.7M | $498.2M | 6.6% | $113.10 | +21.53% | 24 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.8M | $449.7M | 5.9% | $110.52 | +124.95% | 24 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 909,060 | $383.2M | 5.0% | $159.84 | +163.84% | 24 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 1.4M | $268.4M | 3.5% | $101.94 | +88.28% | 24 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 433,709 | $254.2M | 3.3% | $257.62 | +125.68% | 24 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 1.1M | $243M | 3.2% | $116.29 | +90.30% | 24 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P 500 ETF | 397,085 | $233.8M | 3.1% | $309.38 | +88.60% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 706,677 | $163.8M | 2.2% | $160.38 | +45.58% | 24 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 609,496 | $146.1M | 1.9% | $91.61 | +154.67% | 24 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 434,176 | $137.2M | 1.8% | $160.35 | +94.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 190,861 | $111.8M | 1.5% | $305.03 | +93.22% | 16 qtrssince 2021-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 1.7M | $106.6M | 1.4% | $55.82 | +9.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 210,971 | $95.6M | 1.3% | $237.80 | +90.15% | 24 qtrssince 2019-Q1 | Increased 48 |
EATON CORP PLC | 253,733 | $84.2M | 1.1% | $99.56 | +230.53% | 24 qtrssince 2019-Q1 | Increased 47 |
SERVICENOW INC | 76,227 | $80.8M | 1.1% | $111.66 | +91.24% | 24 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 137,997 | $78.6M | 1.0% | $326.81 | +71.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 93,561 | $72.2M | 1.0% | $533.04 | +43.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 625,201 | $72M | 0.9% | $83.60 | +35.47% | 24 qtrssince 2019-Q1 | Increased 42 |
TJX COMPANIES INC | 571,636 | $69.1M | 0.9% | $53.49 | +121.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $66.1M | 0.9% | $36.75 | +25.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $7.6B across 1547 positions as of Q4 2024. Top holdings: NVDA (6.6%), AAPL (5.9%), MSFT (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 77 new positions, 78 exits, 392 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $7.6B across 1547 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