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
PEG icon
426
Public Service Enterprise Group
PEG
$41.9B
$1.33M 0.03%
+16,568
DFAC icon
427
Dimensional US Core Equity 2 ETF
DFAC
$42B
$1.33M 0.03%
+33,583
DRI icon
428
Darden Restaurants
DRI
$24.2B
$1.33M 0.03%
+7,219
IQV icon
429
IQVIA
IQV
$29.5B
$1.32M 0.03%
+5,875
NUE icon
430
Nucor
NUE
$40.3B
$1.32M 0.03%
+8,040
DGX icon
431
Quest Diagnostics
DGX
$23B
$1.32M 0.03%
+7,580
NVT icon
432
nVent Electric
NVT
$18.4B
$1.31M 0.03%
+12,857
NVR icon
433
NVR
NVR
$20.6B
$1.31M 0.03%
+179
NXDR
434
Nextdoor Holdings
NXDR
$648M
$1.29M 0.03%
+616,150
VST icon
435
Vistra
VST
$55.4B
$1.29M 0.03%
+8,009
SLB icon
436
SLB Ltd
SLB
$71.6B
$1.29M 0.03%
+33,308
SCHE icon
437
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$1.29M 0.03%
+39,238
TPR icon
438
Tapestry
TPR
$31.8B
$1.28M 0.03%
+10,020
VBK icon
439
Vanguard Small-Cap Growth ETF
VBK
$21.2B
$1.28M 0.03%
+4,234
FANG icon
440
Diamondback Energy
FANG
$50.3B
$1.28M 0.03%
+8,509
SYY icon
441
Sysco
SYY
$42B
$1.28M 0.03%
+17,329
ED icon
442
Consolidated Edison
ED
$40.6B
$1.27M 0.03%
+12,784
WST icon
443
West Pharmaceutical
WST
$18.1B
$1.27M 0.03%
+4,601
SE icon
444
Sea Limited
SE
$52.3B
$1.24M 0.03%
+9,703
BIL icon
445
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$1.23M 0.03%
+13,508
LOGI icon
446
Logitech
LOGI
$13.5B
$1.23M 0.03%
+12,285
LDOS icon
447
Leidos
LDOS
$22.3B
$1.23M 0.03%
+6,822
GEHC icon
448
GE HealthCare
GEHC
$36B
$1.23M 0.03%
+14,977
ILMN icon
449
Illumina
ILMN
$19.7B
$1.23M 0.03%
+9,361
STLD icon
450
Steel Dynamics
STLD
$28.3B
$1.23M 0.03%
+7,218