Whittier Trust CO Portfolio Holdings
Whittier Trust CO
- $7.06 Billion
- Q1 2025
Whittier Trust CO has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.06 Billion distributed in 1849 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $398M, Microsoft Corp with a value of $342M, Nvidia Corp with a value of $339M, Spdr S&P 500 ETF Trust with a value of $237M, and Ishares Core S&P 500 ETF with a value of $235M.
Examining the 13F form we can see an decrease of $412M in the current position value, from $7.47B to 7.06B.
Below you can find more details about Whittier Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$7.06 Billion
Technology: $1.68 Billion
ETFs: $1.5 Billion
Financial Services: $975 Million
Consumer Cyclical: $586 Million
Healthcare: $572 Million
Industrials: $498 Million
Communication Services: $463 Million
Consumer Defensive: $299 Million
Other: $490 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,849
- Current Value $7.06 Billion
- Prior Value $7.47 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 33 stocks
- Additional Purchases 305 stocks
- Sold out of 0 stocks
- Reduced holdings in 430 stocks