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
HBAN icon
476
Huntington Bancshares
HBAN
$33.8B
$1.1M 0.02%
+62,577
PSO icon
477
Pearson
PSO
$8.19B
$1.09M 0.02%
+77,381
E icon
478
ENI
E
$68.7B
$1.09M 0.02%
+28,603
FLEX icon
479
Flex
FLEX
$22.8B
$1.09M 0.02%
+17,959
HUM icon
480
Humana
HUM
$21.7B
$1.08M 0.02%
+4,195
DOV icon
481
Dover
DOV
$29B
$1.06M 0.02%
+5,444
VIV icon
482
Telefônica Brasil
VIV
$25.2B
$1.06M 0.02%
+88,795
IJK icon
483
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.62B
$1.06M 0.02%
+10,941
FLR icon
484
Fluor
FLR
$6.73B
$1.06M 0.02%
26,732
+5,232
CYBR
485
DELISTED
CyberArk
CYBR
$1.06M 0.02%
+2,367
VEEV icon
486
Veeva Systems
VEEV
$32B
$1.05M 0.02%
+4,705
EOG icon
487
EOG Resources
EOG
$70.2B
$1.04M 0.02%
+9,896
GL icon
488
Globe Life
GL
$11.4B
$1.03M 0.02%
+7,398
DLTR icon
489
Dollar Tree
DLTR
$23B
$1.03M 0.02%
+8,365
HAL icon
490
Halliburton
HAL
$28.4B
$1.03M 0.02%
+36,276
CIEN icon
491
Ciena
CIEN
$42.2B
$1.02M 0.02%
+4,369
SLV icon
492
iShares Silver Trust
SLV
$42.1B
$1.01M 0.02%
+15,738
DFUS icon
493
Dimensional US Equity ETF
DFUS
$18.8B
$1.01M 0.02%
+13,667
MCHP icon
494
Microchip Technology
MCHP
$36.4B
$1M 0.02%
+15,753
CMF icon
495
iShares California Muni Bond ETF
CMF
$4.09B
$1M 0.02%
+17,405
SYF icon
496
Synchrony
SYF
$23.8B
$999K 0.02%
+11,973
LEN icon
497
Lennar Class A
LEN
$25.7B
$999K 0.02%
+9,715
MKL icon
498
Markel Group
MKL
$25.4B
$995K 0.02%
+463
D icon
499
Dominion Energy
D
$55.2B
$994K 0.02%
+16,960
CHGX icon
500
AXS Change Finance ESG ETF
CHGX
$141M
$989K 0.02%
+36,394