LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$4.81B
1-Year Est. Return
27.36%
This Fund
S&P 500
1 Year Est. Return
+27.36%
AUM
$4.81B
AUM Growth
+$4.23B
(+727%)
Holding
1,021
Top Buys
| 1 | +$245M | |
| 2 | +$214M | |
| 3 | +$201M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$195M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$116M |
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 | |
|---|---|---|---|---|---|---|
26
iShares National Muni Bond ETF
MUB
$42.8B
| $27.2M | 0.57% |
254,305
+161,875
|
|
||
27
Home Depot
HD
$365B
| $26.3M | 0.55% |
76,364
+65,054
|
|
||
28
Penumbra
PEN
$13.3B
| $25.3M | 0.53% |
+81,385
|
|
||
29
Vanguard S&P 500 ETF
VOO
$848B
| $24.8M | 0.52% |
+39,507
|
|
||
30
Goldman Sachs
GS
$259B
| $24.3M | 0.5% |
27,619
+16,619
|
|
||
31
Mastercard
MA
$468B
| $23.4M | 0.49% |
+40,906
|
|
||
32
Johnson & Johnson
JNJ
$595B
| $23M | 0.48% |
+111,323
|
|
||
33
Vanguard Small-Cap ETF
VB
$73B
| $22.9M | 0.48% |
+88,869
|
|
||
34
Costco
COST
$447B
| $21.8M | 0.45% |
+25,227
|
|
||
35
iShares Global Infrastructure ETF
IGF
$10B
| $20.6M | 0.43% |
336,326
+304,255
|
|
||
36
IBM
IBM
$229B
| $20.6M | 0.43% |
69,499
+29,999
|
|
||
37
Netflix
NFLX
$413B
| $20M | 0.42% |
+213,600
|
|
||
38
Commercial Metals
CMC
$7.94B
| $19.5M | 0.41% |
+281,930
|
|
||
39
Oracle
ORCL
$428B
| $19.1M | 0.4% |
+97,968
|
|
||
40
Sprott Physical Gold
PHYS
$18.6B
| $18.8M | 0.39% |
568,643
+241,562
|
|
||
41
Intuit
INTU
$121B
| $18.7M | 0.39% |
28,285
+17,085
|
|
||
42
Abbott
ABT
$198B
| $18.6M | 0.39% |
148,243
+94,143
|
|
||
43
Exxon Mobil
XOM
$633B
| $18.5M | 0.38% |
153,645
+107,741
|
|
||
44
Walmart Inc
WMT
$1.02T
| $18.3M | 0.38% |
+164,327
|
|
||
45
Vanguard Large-Cap ETF
VV
$47B
| $18.3M | 0.38% |
+58,151
|
|
||
46
ASML
ASML
$525B
| $17.4M | 0.36% |
+16,265
|
|
||
47
AbbVie
ABBV
$414B
| $17.4M | 0.36% |
+76,112
|
|
||
48
Bank of America
BAC
$360B
| $17.1M | 0.36% |
311,750
+291,148
|
|
||
49
Vanguard Total International Stock ETF
VXUS
$133B
| $16.8M | 0.35% |
222,891
+150,360
|
|
||
50
Procter & Gamble
PG
$371B
| $16.1M | 0.34% |
112,585
+79,220
|
|