LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
ICL icon
776
ICL Group
ICL
$7.9B
$418K 0.01%
+72,653
GDDY icon
777
GoDaddy
GDDY
$11.1B
$415K 0.01%
+3,348
THG icon
778
Hanover Insurance
THG
$6.52B
$415K 0.01%
+2,268
SGOV icon
779
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$414K 0.01%
+4,126
TMHC icon
780
Taylor Morrison
TMHC
$6.59B
$414K 0.01%
+7,031
DCI icon
781
Donaldson
DCI
$9.87B
$414K 0.01%
+4,667
LULU icon
782
lululemon athletica
LULU
$15.1B
$413K 0.01%
+1,986
MP icon
783
MP Materials
MP
$12.2B
$413K 0.01%
+8,169
RBA icon
784
RB Global
RBA
$19B
$412K 0.01%
+4,006
SNN icon
785
Smith & Nephew
SNN
$12.7B
$411K 0.01%
+12,530
EWW icon
786
iShares MSCI Mexico ETF
EWW
$1.98B
$406K 0.01%
+5,860
HUBS icon
787
HubSpot
HUBS
$11.4B
$405K 0.01%
+1,010
BCH icon
788
Banco de Chile
BCH
$18.6B
$400K 0.01%
+10,527
KD icon
789
Kyndryl
KD
$2.7B
$399K 0.01%
+15,035
LNT icon
790
Alliant Energy
LNT
$18.3B
$399K 0.01%
+6,138
EVR icon
791
Evercore
EVR
$13.2B
$399K 0.01%
+1,172
EXEL icon
792
Exelixis
EXEL
$13B
$398K 0.01%
+9,090
IMNM icon
793
Immunome
IMNM
$2.24B
$397K 0.01%
+18,499
VNM icon
794
VanEck Vietnam ETF
VNM
$550M
$396K 0.01%
+20,776
IFF icon
795
International Flavors & Fragrances
IFF
$18.8B
$396K 0.01%
+5,846
WRB icon
796
W.R. Berkley
WRB
$24.3B
$396K 0.01%
+5,651
COKE icon
797
Coca-Cola Consolidated
COKE
$11.8B
$395K 0.01%
+2,579
MGM icon
798
MGM Resorts International
MGM
$12.4B
$393K 0.01%
+10,781
SUZ icon
799
Suzano
SUZ
$9.94B
$392K 0.01%
+41,033
SCHR icon
800
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$392K 0.01%
15,618
+2,862