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
$728M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$737K
3
+$567K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$538K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$398K

Top Sells

1
+$9.9M
2
+$2.2M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.32M

Sector Composition

1 Technology 51.7%
2 Financials 3.71%
3 Consumer Discretionary 3.2%
4 Communication Services 1.6%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$90.6B
$4.54M 0.62%
29,850
HD icon
27
Home Depot
HD
$366B
$4.15M 0.57%
11,310
CVX icon
28
Chevron
CVX
$315B
$4.06M 0.56%
28,324
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$4.02M 0.55%
64,825
SUSA icon
30
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$3.43M 0.47%
27,064
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.34T
$2.84M 0.39%
16,005
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$44B
$2.75M 0.38%
29,850
NEE icon
33
NextEra Energy
NEE
$175B
$2.62M 0.36%
37,705
-3,466
USB icon
34
US Bancorp
USB
$73.2B
$2.39M 0.33%
52,300
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
$2.36M 0.32%
48,204
AMAT icon
36
Applied Materials
AMAT
$178B
$2.24M 0.31%
12,235
ANIX icon
37
Anixa Biosciences
ANIX
$135M
$2.04M 0.28%
617,235
-5,000
RELY icon
38
Remitly
RELY
$2.59B
$1.98M 0.27%
105,290
BIL icon
39
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$1.75M 0.24%
19,074
PLTR icon
40
Palantir
PLTR
$415B
$1.71M 0.24%
12,569
SBUX icon
41
Starbucks
SBUX
$96.4B
$1.67M 0.23%
18,278
BWIN
42
Baldwin Insurance Group
BWIN
$1.96B
$1.32M 0.18%
30,780
SOFI icon
43
SoFi Technologies
SOFI
$33.5B
$1.17M 0.16%
64,495
FLR icon
44
Fluor
FLR
$6.83B
$1.1M 0.15%
21,500
FCX icon
45
Freeport-McMoran
FCX
$57.7B
$1.08M 0.15%
25,000
PCAR icon
46
PACCAR
PCAR
$50.7B
$1.06M 0.15%
11,126
IGF icon
47
iShares Global Infrastructure ETF
IGF
$8.38B
$978K 0.13%
16,517
+2,722
BAC icon
48
Bank of America
BAC
$386B
$975K 0.13%
20,602
+2,770
AFRM icon
49
Affirm
AFRM
$24.2B
$880K 0.12%
12,721
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$782K 0.11%
13,025
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