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
ZS icon
801
Zscaler
ZS
$24.9B
$388K 0.01%
+1,726
CHRW icon
802
C.H. Robinson
CHRW
$22.9B
$387K 0.01%
+2,396
BCE icon
803
BCE
BCE
$24.6B
$386K 0.01%
+15,983
CIGI icon
804
Colliers International
CIGI
$5.99B
$385K 0.01%
+2,618
TNL icon
805
Travel + Leisure Co
TNL
$4.65B
$382K 0.01%
+5,423
WIX icon
806
WIX.com
WIX
$4.08B
$381K 0.01%
+3,663
BOKF icon
807
BOK Financial
BOKF
$7.8B
$380K 0.01%
+3,209
SCI icon
808
Service Corp International
SCI
$11.9B
$378K 0.01%
+4,844
BEPC icon
809
Brookfield Renewable
BEPC
$7.46B
$377K 0.01%
+9,846
ONTO icon
810
Onto Innovation
ONTO
$10.3B
$377K 0.01%
+2,388
RVMD icon
811
Revolution Medicines
RVMD
$19.4B
$377K 0.01%
+4,729
AMCR icon
812
Amcor
AMCR
$21.8B
$376K 0.01%
+9,012
HMY icon
813
Harmony Gold Mining
HMY
$12.7B
$375K 0.01%
+18,857
FE icon
814
FirstEnergy
FE
$29.2B
$375K 0.01%
+8,370
FWONK icon
815
Liberty Media Series C
FWONK
$22.2B
$369K 0.01%
+3,748
IHI icon
816
iShares US Medical Devices ETF
IHI
$3.55B
$369K 0.01%
+5,936
EMN icon
817
Eastman Chemical
EMN
$8.46B
$368K 0.01%
+5,693
PPL icon
818
PPL Corp
PPL
$28.7B
$368K 0.01%
+10,427
CNH
819
CNH Industrial
CNH
$15B
$368K 0.01%
+39,874
SLM icon
820
SLM Corp
SLM
$3.8B
$367K 0.01%
+13,580
NICE icon
821
Nice
NICE
$7.83B
$366K 0.01%
+3,242
VICI icon
822
VICI Properties
VICI
$32.3B
$363K 0.01%
+12,707
NWSA icon
823
News Corp Class A
NWSA
$13.2B
$360K 0.01%
+13,780
CNX icon
824
CNX Resources
CNX
$5.97B
$360K 0.01%
+9,786
DVA icon
825
DaVita
DVA
$10.2B
$357K 0.01%
+3,140