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
TRI icon
226
Thomson Reuters
TRI
$44.3B
$3.19M 0.07%
+24,197
INBX icon
227
Inhibrx
INBX
$1.13B
$3.19M 0.07%
+40,382
BBVA icon
228
Banco Bilbao Vizcaya Argentaria
BBVA
$119B
$3.18M 0.07%
+136,520
MUFG icon
229
Mitsubishi UFJ Financial
MUFG
$198B
$3.18M 0.07%
+200,288
VRSK icon
230
Verisk Analytics
VRSK
$29.6B
$3.14M 0.07%
+14,023
IJR icon
231
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$3.12M 0.06%
+25,983
BX icon
232
Blackstone
BX
$86.9B
$3.12M 0.06%
+20,252
GLW icon
233
Corning
GLW
$127B
$3.11M 0.06%
+35,559
BHP icon
234
BHP
BHP
$199B
$3.09M 0.06%
+51,244
ALL icon
235
Allstate
ALL
$55.2B
$3.07M 0.06%
+14,702
BMY icon
236
Bristol-Myers Squibb
BMY
$125B
$3.07M 0.06%
+56,942
DFUV icon
237
Dimensional US Marketwide Value ETF
DFUV
$13.7B
$3.04M 0.06%
+65,323
NU icon
238
Nu Holdings
NU
$71.5B
$3.03M 0.06%
+181,234
STX icon
239
Seagate
STX
$80.1B
$3.02M 0.06%
+10,935
LMT icon
240
Lockheed Martin
LMT
$154B
$2.98M 0.06%
+6,157
KR icon
241
Kroger
KR
$43.7B
$2.98M 0.06%
+47,634
IEFA icon
242
iShares Core MSCI EAFE ETF
IEFA
$173B
$2.95M 0.06%
+32,922
NOC icon
243
Northrop Grumman
NOC
$108B
$2.94M 0.06%
+5,163
RACE icon
244
Ferrari
RACE
$63.9B
$2.92M 0.06%
+7,914
ELV icon
245
Elevance Health
ELV
$62.7B
$2.92M 0.06%
+8,329
AVEM icon
246
Avantis Emerging Markets Equity ETF
AVEM
$20.4B
$2.92M 0.06%
+37,855
MDT icon
247
Medtronic
MDT
$126B
$2.9M 0.06%
+29,983
TRGP icon
248
Targa Resources
TRGP
$51.5B
$2.89M 0.06%
+15,673
DBC icon
249
Invesco DB Commodity Index Tracking Fund
DBC
$1.47B
$2.89M 0.06%
129,122
+108,408
CRWD icon
250
CrowdStrike
CRWD
$98.7B
$2.88M 0.06%
+6,144
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