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
CLH icon
601
Clean Harbors
CLH
$15.3B
$686K 0.01%
+2,926
RIVN icon
602
Rivian
RIVN
$18.9B
$686K 0.01%
+34,783
OXY icon
603
Occidental Petroleum
OXY
$52.5B
$683K 0.01%
+16,514
FTV icon
604
Fortive
FTV
$18.2B
$682K 0.01%
+12,347
INCY icon
605
Incyte
INCY
$19.4B
$681K 0.01%
+6,898
AYI icon
606
Acuity Brands
AYI
$8.64B
$674K 0.01%
+1,873
ENTG icon
607
Entegris
ENTG
$18.9B
$672K 0.01%
+7,974
AVY icon
608
Avery Dennison
AVY
$14.2B
$667K 0.01%
+3,668
LPLA icon
609
LPL Financial
LPLA
$25.4B
$666K 0.01%
+1,866
ONC
610
BeOne Medicines Ltd
ONC
$32.4B
$666K 0.01%
+2,192
IT icon
611
Gartner
IT
$12B
$664K 0.01%
+2,631
DD icon
612
DuPont de Nemours
DD
$19.1B
$661K 0.01%
+16,442
Z icon
613
Zillow
Z
$11.2B
$659K 0.01%
+9,665
TXT icon
614
Textron
TXT
$16.8B
$655K 0.01%
+7,507
INGR icon
615
Ingredion
INGR
$7.1B
$653K 0.01%
+5,923
NXT icon
616
Nextpower Inc
NXT
$15.4B
$652K 0.01%
+7,480
SR icon
617
Spire
SR
$5.38B
$651K 0.01%
+7,792
VTV icon
618
Vanguard Value ETF
VTV
$167B
$650K 0.01%
+3,405
CUZ icon
619
Cousins Properties
CUZ
$3.99B
$650K 0.01%
+25,214
INDA icon
620
iShares MSCI India ETF
INDA
$8.92B
$650K 0.01%
+12,019
CMS icon
621
CMS Energy
CMS
$23.7B
$647K 0.01%
+9,251
ON icon
622
ON Semiconductor
ON
$24B
$644K 0.01%
+11,887
FIS icon
623
Fidelity National Information Services
FIS
$26B
$643K 0.01%
+9,682
LITE icon
624
Lumentum
LITE
$46.5B
$642K 0.01%
+1,743
SHY icon
625
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$641K 0.01%
+7,740