Whittier Trust CO Portfolio Holdings
Whittier Trust CO
- $7.37 Billion
- Q3 2024
Whittier Trust CO has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.37 Billion distributed in 1913 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $448M, Apple Inc. with a value of $418M, Microsoft Corp with a value of $388M, Spdr S&P 500 ETF Trust with a value of $248M, and Alphabet Inc. with a value of $235M.
Examining the 13F form we can see an increase of $404M in the current position value, from $6.97B to 7.37B.
Below you can find more details about Whittier Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.37 Billion
Technology: $1.97 Billion
ETFs: $1.58 Billion
Financial Services: $841 Million
Healthcare: $629 Million
Consumer Cyclical: $590 Million
Industrials: $532 Million
Communication Services: $460 Million
Consumer Defensive: $295 Million
Other: $469 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,913
- Current Value $7.37 Billion
- Prior Value $6.97 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 92 stocks
- Additional Purchases 342 stocks
- Sold out of 0 stocks
- Reduced holdings in 337 stocks