Whittier Trust CO Portfolio Holdings
Whittier Trust CO
- $6.97 Billion
- Q2 2024
Whittier Trust CO has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.97 Billion distributed in 1877 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $473M, Microsoft Corp with a value of $397M, Apple Inc. with a value of $364M, Alphabet Inc. with a value of $254M, and Spdr S&P 500 ETF Trust with a value of $238M.
Examining the 13F form we can see an increase of $201M in the current position value, from $6.77B to 6.97B.
Below you can find more details about Whittier Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$6.97 Billion
Technology: $1.91 Billion
ETFs: $1.49 Billion
Financial Services: $751 Million
Healthcare: $584 Million
Consumer Cyclical: $574 Million
Industrials: $475 Million
Communication Services: $465 Million
Consumer Defensive: $282 Million
Other: $436 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,877
- Current Value $6.97 Billion
- Prior Value $6.77 Billion
- Filing
- Period Q2 2024
- Filing Date July 26, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 100 stocks
- Additional Purchases 376 stocks
- Sold out of 0 stocks
- Reduced holdings in 375 stocks