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
VOD icon
701
Vodafone
VOD
$34.8B
$521K 0.01%
+38,697
STLA icon
702
Stellantis
STLA
$21.6B
$521K 0.01%
+47,833
DEO icon
703
Diageo
DEO
$45.7B
$517K 0.01%
+5,998
TOTL icon
704
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
$515K 0.01%
+12,787
GGG icon
705
Graco
GGG
$15.3B
$507K 0.01%
+6,190
EFX icon
706
Equifax
EFX
$24.8B
$506K 0.01%
+2,332
KVUE icon
707
Kenvue
KVUE
$34.9B
$506K 0.01%
+29,324
BBY icon
708
Best Buy
BBY
$14.1B
$506K 0.01%
+7,445
STN icon
709
Stantec
STN
$10.8B
$504K 0.01%
+5,333
ZION icon
710
Zions Bancorporation
ZION
$8.53B
$504K 0.01%
+8,608
LYB icon
711
LyondellBasell Industries
LYB
$19.9B
$503K 0.01%
+11,614
LKQ icon
712
LKQ Corp
LKQ
$8.22B
$499K 0.01%
+16,524
PPG icon
713
PPG Industries
PPG
$26.3B
$498K 0.01%
+4,863
CIG icon
714
CEMIG Preferred Shares
CIG
$6.41B
$498K 0.01%
+232,255
TTEK icon
715
Tetra Tech
TTEK
$9.51B
$497K 0.01%
+14,814
ISHG icon
716
iShares 1-3 Year International Treasury Bond ETF
ISHG
$797M
$497K 0.01%
+6,600
DFAT icon
717
Dimensional US Targeted Value ETF
DFAT
$13.1B
$495K 0.01%
+8,317
NBIX icon
718
Neurocrine Biosciences
NBIX
$13.2B
$494K 0.01%
+3,482
IUSG icon
719
iShares Core S&P US Growth ETF
IUSG
$27.1B
$490K 0.01%
+2,920
STZ icon
720
Constellation Brands
STZ
$27.1B
$490K 0.01%
+3,553
IBKR icon
721
Interactive Brokers
IBKR
$30.8B
$490K 0.01%
+7,617
QGEN icon
722
Qiagen
QGEN
$9.66B
$490K 0.01%
+10,891
CAE icon
723
CAE Inc
CAE
$9.95B
$489K 0.01%
+16,076
CNXC icon
724
Concentrix
CNXC
$2.02B
$489K 0.01%
+11,751
GMAB icon
725
Genmab
GMAB
$17.4B
$488K 0.01%
+15,839