LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$1.9M
3
+$1.44M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$951K
5
PHYS icon
Sprott Physical Gold
PHYS
+$664K

Top Sells

1
+$172M
2
+$7.09M
3
+$7.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.96M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.93M

Sector Composition

1 Technology 39.62%
2 Financials 5.33%
3 Consumer Discretionary 2.97%
4 Communication Services 2.53%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$91.1B
$4.63M 0.8%
29,850
HD icon
27
Home Depot
HD
$352B
$4.58M 0.79%
11,310
CVX icon
28
Chevron
CVX
$300B
$4.4M 0.76%
28,324
IWB icon
29
iShares Russell 1000 ETF
IWB
$45.3B
$4.37M 0.75%
11,953
-10,746
IJH icon
30
iShares Core S&P Mid-Cap ETF
IJH
$101B
$4.23M 0.73%
64,825
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.81T
$3.9M 0.67%
16,005
SUSA icon
32
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$3.67M 0.63%
27,064
IWR icon
33
iShares Russell Mid-Cap ETF
IWR
$45.5B
$2.88M 0.5%
29,850
NEE icon
34
NextEra Energy
NEE
$176B
$2.85M 0.49%
37,705
BWIN
35
Baldwin Insurance Group
BWIN
$1.89B
$2.76M 0.47%
97,972
+67,192
USB icon
36
US Bancorp
USB
$77.2B
$2.55M 0.44%
52,300
AMAT icon
37
Applied Materials
AMAT
$211B
$2.5M 0.43%
12,235
PLTR icon
38
Palantir
PLTR
$407B
$2.29M 0.39%
12,569
ANIX icon
39
Anixa Biosciences
ANIX
$138M
$1.97M 0.34%
597,235
-20,000
IGF icon
40
iShares Global Infrastructure ETF
IGF
$8.87B
$1.96M 0.34%
32,071
+15,554
SOFI icon
41
SoFi Technologies
SOFI
$35.6B
$1.7M 0.29%
64,495
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$1.6M 0.27%
31,954
-16,250
SBUX icon
43
Starbucks
SBUX
$96.9B
$1.55M 0.27%
18,278
JMIA
44
Jumia Technologies
JMIA
$1.47B
$1.35M 0.23%
116,325
PCAR icon
45
PACCAR
PCAR
$55.6B
$1.09M 0.19%
11,126
BAC icon
46
Bank of America
BAC
$388B
$1.06M 0.18%
20,602
FCX icon
47
Freeport-McMoran
FCX
$61.7B
$981K 0.17%
25,000
AFRM icon
48
Affirm
AFRM
$22.1B
$930K 0.16%
12,721
FLR icon
49
Fluor
FLR
$6.87B
$905K 0.16%
21,500
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$859K 0.15%
13,025
1
2
3