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
KMB icon
551
Kimberly-Clark
KMB
$34.8B
$818K 0.02%
+7,994
ENIC icon
552
Enel Chile
ENIC
$5.31B
$815K 0.02%
+202,714
MTB icon
553
M&T Bank
MTB
$32.2B
$809K 0.02%
+4,014
TTWO icon
554
Take-Two Interactive
TTWO
$39.4B
$805K 0.02%
+3,143
CNC icon
555
Centene
CNC
$21.3B
$801K 0.02%
+19,465
DAR icon
556
Darling Ingredients
DAR
$8.42B
$801K 0.02%
+22,244
ADM icon
557
Archer Daniels Midland
ADM
$32B
$800K 0.02%
+13,916
MINT icon
558
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$799K 0.02%
+7,933
KYN icon
559
Kayne Anderson Energy Infrastructure Fund
KYN
$2.36B
$797K 0.02%
+64,411
TER icon
560
Teradyne
TER
$47.8B
$792K 0.02%
+4,092
OVV icon
561
Ovintiv
OVV
$14.9B
$792K 0.02%
+20,209
HEI.A icon
562
HEICO Corp Class A
HEI.A
$32.7B
$787K 0.02%
+3,116
KDP icon
563
Keurig Dr Pepper
KDP
$38.1B
$787K 0.02%
+28,080
EQNR icon
564
Equinor
EQNR
$79.2B
$786K 0.02%
+33,248
TAK icon
565
Takeda Pharmaceutical
TAK
$56.1B
$783K 0.02%
+50,212
BILI icon
566
Bilibili
BILI
$10.4B
$777K 0.02%
+31,586
DLN icon
567
WisdomTree US LargeCap Dividend Fund
DLN
$5.78B
$776K 0.02%
+8,812
BRO icon
568
Brown & Brown
BRO
$24.9B
$775K 0.02%
+9,724
RJF icon
569
Raymond James Financial
RJF
$30.8B
$771K 0.02%
+4,804
VALE icon
570
Vale
VALE
$65.8B
$770K 0.02%
+58,048
ALAB icon
571
Astera Labs
ALAB
$20.4B
$767K 0.02%
+4,611
NXPI icon
572
NXP Semiconductors
NXPI
$53.2B
$767K 0.02%
+3,516
IWO icon
573
iShares Russell 2000 Growth ETF
IWO
$12.9B
$763K 0.02%
+2,363
LYFT icon
574
Lyft
LYFT
$5.25B
$763K 0.02%
+39,393
MT icon
575
ArcelorMittal
MT
$43.7B
$760K 0.02%
+16,682