WT

WHITTIER TRUST CO OF NEVADA INC

13F
WHITTIER TRUST CO OF NEVADA INC
Last update 2024-10-21 1345 Stocks (94 new)
Value $3.87 Bil Turnover 4 %
Countries:
Top Holdings: MSFT(6.70%)AAPL(6.56%)NVDA(4.55%)SPY(3.52%)AMZN(2.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
WHITTIER TRUST CO OF NEVADA IN... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
603,146
259527.390
+1.21%
6.700
+0.08%
0.010
+2.46%
+15.65%
3215616.771
Software
AAPL 		Apple Inc
1,090,242
254026.380
+2.86%
6.560
+0.18%
0.010
+5.31%
+20.00%
3499384.173
Hardware
NVDA 		NVIDIA Corp
1,448,949
175960.160
-1.98%
4.550
-0.10%
0.010
+34.34%
+181.42%
3417887.550
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
237,410
136216.240
+3.95%
3.520
+0.13%
0.020
+7.00%
+22.01%
601198.992
 
AMZN 		Amazon.com Inc
564,455
105174.650
+4.21%
2.720
+0.11%
0.010
+6.06%
+26.85%
2022810.608
Retail - Cyclical
GOOG 		Alphabet Inc
612,647
102428.220
+1.62%
2.650
+0.04%
0.000
+2.63%
+25.29%
2150099.649
Interactive Media
IVV 		iShares Core S&P 500 ETF
154,744
89259.280
+3.85%
2.310
+0.09%
0.020
+6.95%
+21.99%
547129.357
 
JPM 		JPMorgan Chase & Co
295,061
62216.270
-4.79%
1.610
-0.08%
0.010
+4.92%
+35.08%
631781.474
Banks
IJH 		iShares Core S&P Mid-Cap ETF
979,280
61018.780
+0.58%
1.580
+0.01%
0.070
+1.82%
+13.15%
92381.459
 
V 		Visa Inc
214,512
58977.700
-1.95%
1.520
-0.03%
0.010
+10.63%
+12.22%
563399.634
Credit Services

WHITTIER TRUST CO OF NEVADA INC's Historical Top Holdings Breakdowns

WHITTIER TRUST CO OF NEVADA INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NKE 		Nike Inc2024-09-30Reduce
-0.19%
●
71.09 ($78.43) 89.44
$76.45
-2.52%
Reduce -57.21%
66,467
-88,869
AAPL 		Apple Inc2024-09-30Add
+0.18%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Add 2.86%
1,090,242
30,346
ISRG 		Intuitive Surgical Inc2024-09-30Add
+0.18%
●
416.14 ($465.55) 494.01
$513.91
10.39%
Add 157.33%
23,180
14,172
IWV 		iShares Russell 3000 ETF2024-09-30Add
+0.18%
●
294.75 ($314.76) 326.73
$330.55
5.02%
Add 61.73%
56,447
21,544
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.18%
●
25.16 ($26.59) 27.75
$27.93
5.04%
Add 194.88%
370,893
81,705
KKR 		KKR & Co Inc2024-09-30Add
+0.16%
●
104.51 ($118.32) 133.23
$140.18
18.48%
Add 2586.25%
49,830
47,975
AVGO 		Broadcom Inc2024-09-30Add
+0.14%
●
136.27 ($160.32) 178.09
$176.62
10.17%
Add 12.85%
283,635
32,305
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.13%
●
517.38 ($552.93) 573.76
$580.01
4.90%
Add 3.95%
237,410
9,030
FCNCA 		First Citizens BancShares Inc2024-09-30New Buy
+0.12%
●
1685.92 ($1908.25) 2128.51
$1,974.06
3.45%
New holding
2,480
2,480
PNC 		PNC Financial Services Group Inc2024-09-30Add
+0.12%
●
156.14 ($175.37) 187.2
$190.22
8.47%
Add 55.75%
69,759
24,970

WHITTIER TRUST CO OF NEVADA INC Total Holding History ($B)

To

WHITTIER TRUST CO OF NEVADA INC's Asset Allocation

To

WHITTIER TRUST CO OF NEVADA INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WHITTIER TRUST CO OF NEVADA INC's Hypothetical Growth since 2024-09-30

WHITTIER TRUST CO OF NEVADA INC's Yearly Returns

Year Portfolio % % Excess Gain %

WHITTIER TRUST CO OF NEVADA INC's Holdings Heat Map

Size field:

WHITTIER TRUST CO OF NEVADA INC's Holdings Bubble Chart

WHITTIER TRUST CO OF NEVADA INC News

  • 1

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