LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $728M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.75M
3
+$588K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$587K
5
IX icon
ORIX
IX
+$280K

Top Sells

1
+$17.9M
2
+$17.2M
3
+$5.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.93%
2 Consumer Discretionary 3.36%
3 Financials 2.86%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$87.3B
$4.38M 0.71%
29,850
HD icon
27
Home Depot
HD
$372B
$4.15M 0.67%
11,310
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
$3.78M 0.61%
64,825
SUSA icon
29
iShares ESG Optimized MSCI USA ETF
SUSA
$3.75B
$3.11M 0.5%
27,064
NEE icon
30
NextEra Energy
NEE
$171B
$2.92M 0.47%
41,171
IWR icon
31
iShares Russell Mid-Cap ETF
IWR
$44.3B
$2.54M 0.41%
29,850
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.44T
$2.5M 0.4%
16,005
VTEB icon
33
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
$2.39M 0.38%
48,204
USB icon
34
US Bancorp
USB
$72.7B
$2.23M 0.36%
52,300
RELY icon
35
Remitly
RELY
$3.39B
$2.19M 0.35%
105,290
SBUX icon
36
Starbucks
SBUX
$94.2B
$1.79M 0.29%
18,278
ANIX icon
37
Anixa Biosciences
ANIX
$134M
$1.78M 0.29%
622,235
AMAT icon
38
Applied Materials
AMAT
$192B
$1.78M 0.29%
12,235
BIL icon
39
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$1.75M 0.28%
+19,074
BWIN
40
Baldwin Insurance Group
BWIN
$1.81B
$1.38M 0.22%
30,780
PCAR icon
41
PACCAR
PCAR
$52.9B
$1.08M 0.17%
11,126
-10,691
PLTR icon
42
Palantir
PLTR
$448B
$1.06M 0.17%
12,569
FCX icon
43
Freeport-McMoran
FCX
$57.7B
$947K 0.15%
25,000
-10,052
BNDX icon
44
Vanguard Total International Bond ETF
BNDX
$69.5B
$789K 0.13%
16,160
-336
FLR icon
45
Fluor
FLR
$7.66B
$770K 0.12%
21,500
IGF icon
46
iShares Global Infrastructure ETF
IGF
$8.27B
$754K 0.12%
13,795
+1,415
SOFI icon
47
SoFi Technologies
SOFI
$36.2B
$750K 0.12%
64,495
BAC icon
48
Bank of America
BAC
$383B
$744K 0.12%
17,832
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$703K 0.11%
13,025
-18,290
WIT icon
50
Wipro
WIT
$27.5B
$692K 0.11%
226,082
-22,293
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