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
SNY icon
326
Sanofi
SNY
$112B
$1.93M 0.04%
+39,852
ACWI icon
327
iShares MSCI ACWI ETF
ACWI
$28.5B
$1.93M 0.04%
+13,628
ARGX icon
328
argenx
ARGX
$46.3B
$1.91M 0.04%
+2,273
YUM icon
329
Yum! Brands
YUM
$44.4B
$1.91M 0.04%
+12,603
AEP icon
330
American Electric Power
AEP
$71.4B
$1.9M 0.04%
+16,506
COIN icon
331
Coinbase
COIN
$55.2B
$1.89M 0.04%
+8,358
RWM icon
332
ProShares Short Russell2000
RWM
$128M
$1.88M 0.04%
+115,000
SLF icon
333
Sun Life Financial
SLF
$35.8B
$1.88M 0.04%
+30,098
EW icon
334
Edwards Lifesciences
EW
$49.5B
$1.88M 0.04%
+22,020
ITOT icon
335
iShares Core S&P Total US Stock Market ETF
ITOT
$82.4B
$1.87M 0.04%
+12,556
ABNB icon
336
Airbnb
ABNB
$79.8B
$1.86M 0.04%
+13,720
OKE icon
337
Oneok
OKE
$53.4B
$1.86M 0.04%
+25,330
IMO icon
338
Imperial Oil
IMO
$57.7B
$1.85M 0.04%
+21,354
FAST icon
339
Fastenal
FAST
$53.1B
$1.84M 0.04%
+45,920
BR icon
340
Broadridge
BR
$21.9B
$1.84M 0.04%
+8,221
ANIX icon
341
Anixa Biosciences
ANIX
$94.5M
$1.83M 0.04%
588,027
-9,208
LYG icon
342
Lloyds Banking Group
LYG
$78.9B
$1.83M 0.04%
+345,933
A icon
343
Agilent Technologies
A
$33.7B
$1.83M 0.04%
+13,439
HPE icon
344
Hewlett Packard
HPE
$28.8B
$1.82M 0.04%
+75,420
AVDE icon
345
Avantis International Equity ETF
AVDE
$14.4B
$1.82M 0.04%
+22,108
HUBB icon
346
Hubbell
HUBB
$26B
$1.81M 0.04%
+4,085
NTAP icon
347
NetApp
NTAP
$19.6B
$1.81M 0.04%
+16,864
FTNT icon
348
Fortinet
FTNT
$60B
$1.8M 0.04%
+22,725
PDD icon
349
Pinduoduo
PDD
$144B
$1.8M 0.04%
+15,852
KBH icon
350
KB Home
KBH
$3.82B
$1.78M 0.04%
+31,565
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