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
KGC icon
451
Kinross Gold
KGC
$38.8B
$1.21M 0.03%
+43,127
IRTC icon
452
iRhythm Holdings
IRTC
$4.1B
$1.21M 0.03%
+6,824
HOOD icon
453
Robinhood
HOOD
$71.7B
$1.2M 0.03%
+10,639
BIIB icon
454
Biogen
BIIB
$27.5B
$1.2M 0.03%
+6,820
NET icon
455
Cloudflare
NET
$67.9B
$1.19M 0.02%
+6,051
PRM icon
456
Perimeter Solutions
PRM
$3.56B
$1.19M 0.02%
+43,317
FISV
457
Fiserv Inc
FISV
$34B
$1.19M 0.02%
+17,709
DAL icon
458
Delta Air Lines
DAL
$40.1B
$1.18M 0.02%
+17,019
GRMN icon
459
Garmin
GRMN
$46B
$1.18M 0.02%
+5,799
UPS icon
460
United Parcel Service
UPS
$88.2B
$1.16M 0.02%
+11,738
AIG icon
461
American International
AIG
$42.9B
$1.16M 0.02%
+13,572
EXPE icon
462
Expedia Group
EXPE
$30.7B
$1.16M 0.02%
+4,084
XEL icon
463
Xcel Energy
XEL
$48.7B
$1.15M 0.02%
+15,478
ORA icon
464
Ormat Technologies
ORA
$6.49B
$1.15M 0.02%
+10,396
CIB icon
465
Grupo Cibest SA
CIB
$15.4B
$1.15M 0.02%
+18,011
CTRA icon
466
Coterra Energy
CTRA
$23.6B
$1.14M 0.02%
+43,500
EXPD icon
467
Expeditors International
EXPD
$19.5B
$1.14M 0.02%
+7,664
PRU icon
468
Prudential Financial
PRU
$34.4B
$1.14M 0.02%
+10,109
WBD icon
469
Warner Bros
WBD
$69.3B
$1.13M 0.02%
+39,284
OKTA icon
470
Okta
OKTA
$14.1B
$1.13M 0.02%
+13,037
CHD icon
471
Church & Dwight Co
CHD
$23.7B
$1.13M 0.02%
+13,427
PHM icon
472
Pultegroup
PHM
$24.9B
$1.12M 0.02%
+9,570
BUD icon
473
AB InBev
BUD
$144B
$1.12M 0.02%
+17,553
NTRA icon
474
Natera
NTRA
$27.4B
$1.11M 0.02%
+4,854
F icon
475
Ford
F
$48.9B
$1.1M 0.02%
+83,569