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
AMD icon
51
Advanced Micro Devices
AMD
$311B
$15.9M 0.33%
+74,137
AMAT icon
52
Applied Materials
AMAT
$279B
$15.1M 0.31%
58,657
+46,422
GE icon
53
GE Aerospace
GE
$350B
$14.5M 0.3%
+47,032
IVV icon
54
iShares Core S&P 500 ETF
IVV
$743B
$14.2M 0.3%
+20,767
CSCO icon
55
Cisco
CSCO
$312B
$14M 0.29%
+181,232
MRK icon
56
Merck
MRK
$296B
$13.7M 0.29%
+129,358
IVE icon
57
iShares S&P 500 Value ETF
IVE
$50.1B
$13.7M 0.29%
+64,668
BND icon
58
Vanguard Total Bond Market
BND
$151B
$13M 0.27%
175,281
+90,925
AXP icon
59
American Express
AXP
$211B
$12.7M 0.26%
+34,350
MU icon
60
Micron Technology
MU
$427B
$12.5M 0.26%
+43,840
CVX icon
61
Chevron
CVX
$374B
$12.4M 0.26%
81,344
+53,020
CRM icon
62
Salesforce
CRM
$184B
$12M 0.25%
+45,315
CAT icon
63
Caterpillar
CAT
$336B
$12M 0.25%
+20,976
UNH icon
64
UnitedHealth
UNH
$262B
$11.9M 0.25%
+35,905
PLTR icon
65
Palantir
PLTR
$352B
$11.8M 0.25%
66,592
+54,023
TEL icon
66
TE Connectivity
TEL
$60B
$11.7M 0.24%
+51,582
MCD icon
67
McDonald's
MCD
$237B
$11.2M 0.23%
+36,703
BKNG icon
68
Booking.com
BKNG
$132B
$11.1M 0.23%
+2,080
TJX icon
69
TJX Companies
TJX
$177B
$11M 0.23%
+71,674
MS icon
70
Morgan Stanley
MS
$264B
$10.7M 0.22%
+60,284
SPGI icon
71
S&P Global
SPGI
$133B
$10.4M 0.22%
+19,924
LRCX icon
72
Lam Research
LRCX
$271B
$10.3M 0.21%
+59,844
NVS icon
73
Novartis
NVS
$313B
$9.53M 0.2%
+69,112
KO icon
74
Coca-Cola
KO
$341B
$9.4M 0.2%
+134,400
AZN icon
75
AstraZeneca
AZN
$313B
$9.35M 0.19%
+101,718