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
RGLD icon
651
Royal Gold
RGLD
$23.1B
$602K 0.01%
+2,707
EXAS icon
652
Exact Sciences
EXAS
$19.8B
$600K 0.01%
+5,911
EIX icon
653
Edison International
EIX
$27.5B
$596K 0.01%
+9,929
ALLE icon
654
Allegion
ALLE
$13.1B
$595K 0.01%
+3,735
GUNR icon
655
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.16B
$592K 0.01%
+12,901
QSR icon
656
Restaurant Brands International
QSR
$25.1B
$590K 0.01%
+8,570
HOLX icon
657
Hologic
HOLX
$16.9B
$588K 0.01%
+7,889
PUK icon
658
Prudential
PUK
$36.9B
$586K 0.01%
+18,835
ASR icon
659
Grupo Aeroportuario del Sureste
ASR
$10.1B
$585K 0.01%
+1,808
VSS icon
660
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.7B
$584K 0.01%
+4,076
BNDX icon
661
Vanguard Total International Bond ETF
BNDX
$75.5B
$584K 0.01%
12,083
MAS icon
662
Masco
MAS
$13.3B
$584K 0.01%
+9,200
BWXT icon
663
BWX Technologies
BWXT
$17.9B
$583K 0.01%
+3,373
EL icon
664
Estee Lauder
EL
$34.6B
$580K 0.01%
+5,540
OGS icon
665
ONE Gas
OGS
$5.43B
$579K 0.01%
+7,490
ZBRA icon
666
Zebra Technologies
ZBRA
$11.3B
$578K 0.01%
+2,380
UGI icon
667
UGI
UGI
$7.91B
$577K 0.01%
+15,274
JHX icon
668
James Hardie Industries
JHX
$12.7B
$576K 0.01%
+27,745
RBLX icon
669
Roblox
RBLX
$46.5B
$574K 0.01%
+7,084
TAL icon
670
TAL Education Group
TAL
$6.3B
$574K 0.01%
+52,604
AEE icon
671
Ameren
AEE
$30.9B
$574K 0.01%
+5,746
HALO icon
672
Halozyme
HALO
$7.86B
$572K 0.01%
+8,499
XYZ
673
Block Inc
XYZ
$40.8B
$572K 0.01%
+8,786
CHTR icon
674
Charter Communications
CHTR
$29.1B
$567K 0.01%
+2,718
LSTR icon
675
Landstar System
LSTR
$5.45B
$567K 0.01%
+3,946