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
AMLP icon
726
Alerian MLP ETF
AMLP
$12.1B
$485K 0.01%
+10,321
PTC icon
727
PTC
PTC
$16.7B
$485K 0.01%
+2,784
RS icon
728
Reliance Steel & Aluminium
RS
$18.2B
$483K 0.01%
+1,672
UTHR icon
729
United Therapeutics
UTHR
$25.2B
$479K 0.01%
+984
ROL icon
730
Rollins
ROL
$26.7B
$479K 0.01%
+7,981
ULTA icon
731
Ulta Beauty
ULTA
$24.7B
$476K 0.01%
+786
PCG icon
732
PG&E
PCG
$37.2B
$475K 0.01%
+29,483
PBA icon
733
Pembina Pipeline
PBA
$24.8B
$474K 0.01%
+12,441
PAC icon
734
Grupo Aeroportuario del Pacifico
PAC
$13.3B
$473K 0.01%
+1,796
BITB icon
735
Bitwise Bitcoin ETF
BITB
$3.03B
$472K 0.01%
+9,922
LECO icon
736
Lincoln Electric
LECO
$14.2B
$471K 0.01%
+1,960
AES icon
737
AES
AES
$10.3B
$470K 0.01%
+32,801
CINF icon
738
Cincinnati Financial
CINF
$25.9B
$468K 0.01%
+2,852
TECH icon
739
Bio-Techne
TECH
$9.17B
$468K 0.01%
+7,954
JBHT icon
740
JB Hunt Transport Services
JBHT
$23.3B
$466K 0.01%
+2,396
CNP icon
741
CenterPoint Energy
CNP
$27.6B
$464K 0.01%
+12,096
CRBN icon
742
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.07B
$463K 0.01%
+2,008
DBX icon
743
Dropbox
DBX
$5.89B
$463K 0.01%
16,642
+2,306
ALLY icon
744
Ally Financial
ALLY
$14.1B
$460K 0.01%
+10,165
MSTR icon
745
Strategy Inc
MSTR
$62.6B
$457K 0.01%
+3,005
LNC icon
746
Lincoln National
LNC
$7.04B
$455K 0.01%
+10,219
CCL icon
747
Carnival Corp
CCL
$37.3B
$453K 0.01%
+14,829
EVRG icon
748
Evergy
EVRG
$18.3B
$453K 0.01%
+6,243
PHI icon
749
PLDT
PHI
$4.52B
$450K 0.01%
+20,686
FIX icon
750
Comfort Systems
FIX
$60.7B
$448K 0.01%
+480