Whittier Trust CO Portfolio Holdings
Whittier Trust CO
- $7.47 Billion
- Q4 2024
Whittier Trust CO has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.47 Billion distributed in 1904 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $498M, Apple Inc. with a value of $450M, Microsoft Corp with a value of $383M, Alphabet Inc. with a value of $268M, and Spdr S&P 500 ETF Trust with a value of $254M.
Examining the 13F form we can see an increase of $101M in the current position value, from $7.37B to 7.47B.
Below you can find more details about Whittier Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.47 Billion
Technology: $2.05 Billion
ETFs: $1.55 Billion
Financial Services: $922 Million
Consumer Cyclical: $642 Million
Healthcare: $542 Million
Industrials: $522 Million
Communication Services: $510 Million
Consumer Defensive: $283 Million
Other: $452 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,904
- Current Value $7.47 Billion
- Prior Value $7.37 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 81 stocks
- Additional Purchases 390 stocks
- Sold out of 0 stocks
- Reduced holdings in 437 stocks