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
PYPL icon
351
PayPal
PYPL
$43B
$1.78M 0.04%
+30,411
CVE icon
352
Cenovus Energy
CVE
$42.9B
$1.77M 0.04%
+104,358
DHI icon
353
D.R. Horton
DHI
$44.2B
$1.76M 0.04%
+12,197
SRE icon
354
Sempra
SRE
$62.2B
$1.76M 0.04%
+19,739
IHG icon
355
InterContinental Hotels
IHG
$20.3B
$1.74M 0.04%
+12,335
PAYX icon
356
Paychex
PAYX
$34.3B
$1.73M 0.04%
+15,439
CAH icon
357
Cardinal Health
CAH
$53.3B
$1.72M 0.04%
+8,366
VLO icon
358
Valero Energy
VLO
$68.8B
$1.72M 0.04%
+10,548
MFC icon
359
Manulife Financial
MFC
$57.5B
$1.71M 0.04%
+47,265
NOK icon
360
Nokia
NOK
$45.5B
$1.71M 0.04%
+264,242
XLK icon
361
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$1.71M 0.04%
+11,856
GIS icon
362
General Mills
GIS
$23.2B
$1.71M 0.04%
+36,697
TCOM icon
363
Trip.com Group
TCOM
$33.2B
$1.69M 0.04%
+23,524
NGG icon
364
National Grid
NGG
$89.9B
$1.69M 0.04%
+21,558
EA icon
365
Electronic Arts
EA
$50.4B
$1.69M 0.04%
+8,265
L icon
366
Loews
L
$23B
$1.69M 0.04%
+16,021
EQT icon
367
EQT Corp
EQT
$38.3B
$1.69M 0.04%
+31,452
CARR icon
368
Carrier Global
CARR
$51.1B
$1.67M 0.03%
+31,635
PHG icon
369
Philips
PHG
$29.4B
$1.67M 0.03%
+61,653
XPEV icon
370
XPeng
XPEV
$15.4B
$1.66M 0.03%
+81,855
MRVL icon
371
Marvell Technology
MRVL
$68.2B
$1.66M 0.03%
+19,488
SCZ icon
372
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$1.65M 0.03%
+21,279
UNM icon
373
Unum
UNM
$11.6B
$1.65M 0.03%
+21,277
PKX icon
374
POSCO
PKX
$18.5B
$1.65M 0.03%
+30,973
RL icon
375
Ralph Lauren
RL
$21.8B
$1.65M 0.03%
+4,645