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
BP icon
401
BP
BP
$119B
$1.44M 0.03%
+41,328
DDOG icon
402
Datadog
DDOG
$46.8B
$1.43M 0.03%
+10,505
AXON icon
403
Axon Enterprise
AXON
$32.5B
$1.42M 0.03%
+2,508
FIVN icon
404
FIVE9
FIVN
$1.27B
$1.42M 0.03%
+70,879
NWG icon
405
NatWest
NWG
$63.7B
$1.42M 0.03%
+81,017
SCHD icon
406
Schwab US Dividend Equity ETF
SCHD
$87.2B
$1.41M 0.03%
+51,513
EXC icon
407
Exelon
EXC
$46.9B
$1.41M 0.03%
+32,293
CTVA icon
408
Corteva
CTVA
$53.3B
$1.41M 0.03%
+20,965
CHKP icon
409
Check Point Software Technologies
CHKP
$14.8B
$1.4M 0.03%
+7,570
WAT icon
410
Waters Corp
WAT
$32.8B
$1.4M 0.03%
+3,678
ALNY icon
411
Alnylam Pharmaceuticals
ALNY
$41.4B
$1.39M 0.03%
+3,501
CNQ icon
412
Canadian Natural Resources
CNQ
$93.2B
$1.39M 0.03%
+40,478
CMA
413
DELISTED
Comerica
CMA
$1.38M 0.03%
+15,739
MSCI icon
414
MSCI
MSCI
$44.2B
$1.37M 0.03%
+2,389
CBOE icon
415
Cboe Global Markets
CBOE
$31.2B
$1.37M 0.03%
+5,447
FERG icon
416
Ferguson
FERG
$52.6B
$1.36M 0.03%
+6,110
PINS icon
417
Pinterest
PINS
$11.9B
$1.36M 0.03%
+52,377
MPWR icon
418
Monolithic Power Systems
MPWR
$74.8B
$1.35M 0.03%
+1,489
CNI icon
419
Canadian National Railway
CNI
$66.9B
$1.35M 0.03%
+13,643
ZTS icon
420
Zoetis
ZTS
$49.4B
$1.34M 0.03%
+10,644
APO icon
421
Apollo Global Management
APO
$74.6B
$1.34M 0.03%
+9,245
FICO icon
422
Fair Isaac
FICO
$23B
$1.34M 0.03%
+791
VMC icon
423
Vulcan Materials
VMC
$37.8B
$1.33M 0.03%
+4,673
IR icon
424
Ingersoll Rand
IR
$32.8B
$1.33M 0.03%
+16,819
OC icon
425
Owens Corning
OC
$9.88B
$1.33M 0.03%
+11,902