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
VLTO icon
501
Veralto
VLTO
$23.6B
$985K 0.02%
+9,858
STM icon
502
STMicroelectronics
STM
$29.6B
$981K 0.02%
+37,820
JBL icon
503
Jabil
JBL
$26.6B
$977K 0.02%
+4,284
HSIC icon
504
Henry Schein
HSIC
$9.2B
$977K 0.02%
+12,921
HMC icon
505
Honda
HMC
$35.6B
$973K 0.02%
+32,997
CX icon
506
Cemex
CX
$16.5B
$956K 0.02%
+83,230
TRP icon
507
TC Energy
TRP
$66.4B
$956K 0.02%
+17,177
PODD icon
508
Insulet
PODD
$17B
$956K 0.02%
+3,362
ALB icon
509
Albemarle
ALB
$19.3B
$952K 0.02%
+6,713
SBAC icon
510
SBA Communications
SBAC
$20.9B
$951K 0.02%
+4,916
ODFL icon
511
Old Dominion Freight Line
ODFL
$43.9B
$948K 0.02%
+6,049
MELI icon
512
Mercado Libre
MELI
$90.3B
$939K 0.02%
+466
KMI icon
513
Kinder Morgan
KMI
$74.3B
$937K 0.02%
+34,080
TDY icon
514
Teledyne Technologies
TDY
$30.3B
$937K 0.02%
+1,834
MLM icon
515
Martin Marietta Materials
MLM
$38.2B
$935K 0.02%
+1,502
ETR icon
516
Entergy
ETR
$47.8B
$931K 0.02%
+10,072
DG icon
517
Dollar General
DG
$32.3B
$928K 0.02%
+6,992
PFG icon
518
Principal Financial Group
PFG
$20.3B
$927K 0.02%
+10,504
WCN icon
519
Waste Connections
WCN
$43.6B
$926K 0.02%
+5,280
JD icon
520
JD.com
JD
$36.1B
$925K 0.02%
+32,241
ALC icon
521
Alcon
ALC
$40.2B
$923K 0.02%
+11,710
DXCM icon
522
DexCom
DXCM
$27.2B
$915K 0.02%
+13,782
BAP icon
523
Credicorp
BAP
$26.5B
$914K 0.02%
+3,186
PSTG icon
524
Pure Storage
PSTG
$20.2B
$913K 0.02%
+13,629
CLS icon
525
Celestica
CLS
$30.5B
$911K 0.02%
+3,082