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
AU icon
276
AngloGold Ashanti
AU
$57.1B
$2.49M 0.05%
+29,218
HWM icon
277
Howmet Aerospace
HWM
$104B
$2.49M 0.05%
+12,133
SCCO icon
278
Southern Copper
SCCO
$171B
$2.47M 0.05%
+17,398
AME icon
279
Ametek
AME
$53.8B
$2.46M 0.05%
+11,966
WDAY icon
280
Workday
WDAY
$37.6B
$2.45M 0.05%
+11,390
MET icon
281
MetLife
MET
$47.8B
$2.42M 0.05%
+30,691
GFI icon
282
Gold Fields
GFI
$45.7B
$2.41M 0.05%
+55,286
SO icon
283
Southern Company
SO
$109B
$2.4M 0.05%
+27,568
PSX icon
284
Phillips 66
PSX
$66B
$2.39M 0.05%
+18,532
FITB
285
Fifth Third Bancorp
FITB
$44.6B
$2.39M 0.05%
50,564
+38,769
CHT icon
286
Chunghwa Telecom
CHT
$33.6B
$2.38M 0.05%
+57,138
SPOT icon
287
Spotify
SPOT
$110B
$2.37M 0.05%
+4,087
BWIN
288
Baldwin Insurance Group
BWIN
$2.62B
$2.35M 0.05%
97,991
+19
HSY icon
289
Hershey
HSY
$47B
$2.33M 0.05%
+12,815
VRT icon
290
Vertiv
VRT
$96.1B
$2.32M 0.05%
+14,317
RCL icon
291
Royal Caribbean
RCL
$77.7B
$2.3M 0.05%
+8,227
GD icon
292
General Dynamics
GD
$99B
$2.3M 0.05%
+6,826
DB icon
293
Deutsche Bank
DB
$63.7B
$2.29M 0.05%
+59,326
CVS icon
294
CVS Health
CVS
$103B
$2.28M 0.05%
+28,782
AEM icon
295
Agnico Eagle Mines
AEM
$116B
$2.27M 0.05%
+13,404
SOFI icon
296
SoFi Technologies
SOFI
$23.8B
$2.27M 0.05%
86,586
+22,091
ROP icon
297
Roper Technologies
ROP
$37.2B
$2.23M 0.05%
+5,005
DUK icon
298
Duke Energy
DUK
$103B
$2.22M 0.05%
+18,911
CM icon
299
Canadian Imperial Bank of Commerce
CM
$93.8B
$2.21M 0.05%
+24,202
APD icon
300
Air Products & Chemicals
APD
$61.1B
$2.21M 0.05%
+8,940
10 11
12
13 14