LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.81B
1-Year Est. Return 27.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.81B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$214M
3
+$201M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

1
+$281K
2
+$37.7K

Sector Composition

1 Technology 28.72%
2 Financials 13.38%
3 Consumer Discretionary 7.09%
4 Healthcare 7.03%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3T
$368M 7.64%
760,070
+427,495
AAPL icon
2
Apple
AAPL
$3.87T
$271M 5.64%
998,483
+914,495
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$577B
$241M 5.02%
720,206
+585,533
NVDA icon
4
NVIDIA
NVDA
$4.38T
$213M 4.42%
1,140,086
+1,082,297
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.04T
$118M 2.45%
+156
AMZN icon
6
Amazon
AMZN
$2.24T
$114M 2.36%
491,845
+447,290
VEU icon
7
Vanguard FTSE All-World ex-US ETF
VEU
$58.4B
$104M 2.16%
1,411,428
+578,965
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.67T
$103M 2.14%
+328,817
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$94.3M 1.96%
1,753,619
+1,255,700
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$208B
$93.8M 1.95%
1,500,723
+1,088,014
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.67T
$67.9M 1.41%
216,397
+200,392
AVGO icon
12
Broadcom
AVGO
$1.49T
$65.6M 1.36%
+189,666
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$57.4M 1.19%
83,940
+73,940
JPM icon
14
JPMorgan Chase
JPM
$810B
$56.6M 1.18%
175,549
+151,659
META icon
15
Meta Platforms (Facebook)
META
$1.66T
$54.7M 1.14%
+82,811
VT icon
16
Vanguard Total World Stock ETF
VT
$62.7B
$46.8M 0.97%
331,788
+251,424
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.04T
$46.2M 0.96%
91,911
+80,507
TSLA icon
18
Tesla
TSLA
$1.47T
$45.1M 0.94%
+100,332
TSM icon
19
TSMC
TSM
$1.83T
$44.5M 0.92%
+145,945
LLY icon
20
Eli Lilly
LLY
$951B
$44.2M 0.92%
+41,125
IWB icon
21
iShares Russell 1000 ETF
IWB
$45.8B
$43.9M 0.91%
117,462
+105,509
IVW icon
22
iShares S&P 500 Growth ETF
IVW
$63.6B
$34M 0.71%
275,934
+112,287
V icon
23
Visa
V
$617B
$34M 0.71%
+96,847
EFA icon
24
iShares MSCI EAFE ETF
EFA
$73.9B
$32.5M 0.67%
338,034
+247,782
IWV icon
25
iShares Russell 3000 ETF
IWV
$18.4B
$27.8M 0.58%
+71,885
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