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
TSN icon
851
Tyson Foods
TSN
$22.2B
$335K 0.01%
+5,718
SCHX icon
852
Schwab US Large- Cap ETF
SCHX
$64.1B
$334K 0.01%
+12,406
YUMC icon
853
Yum China
YUMC
$18.5B
$334K 0.01%
+6,992
AMG icon
854
Affiliated Managers Group
AMG
$8.09B
$333K 0.01%
+1,155
BURL icon
855
Burlington
BURL
$18.9B
$332K 0.01%
+1,148
GRAB icon
856
Grab
GRAB
$16.8B
$330K 0.01%
+66,062
IBIT icon
857
iShares Bitcoin Trust
IBIT
$55.6B
$329K 0.01%
+6,630
UTEN icon
858
US Treasury 10 Year Note ETF
UTEN
$284M
$325K 0.01%
+7,376
DTM icon
859
DT Midstream
DTM
$14.5B
$324K 0.01%
+2,690
JHG icon
860
Janus Henderson
JHG
$7.68B
$323K 0.01%
+6,788
TOL icon
861
Toll Brothers
TOL
$14.5B
$323K 0.01%
+2,385
DFAX icon
862
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.1B
$322K 0.01%
+9,851
H icon
863
Hyatt Hotels
H
$15.3B
$322K 0.01%
+2,009
DFIV icon
864
Dimensional International Value ETF
DFIV
$18.2B
$322K 0.01%
+6,443
DOW icon
865
Dow Inc
DOW
$23.2B
$321K 0.01%
+13,741
FHN icon
866
First Horizon
FHN
$11.4B
$319K 0.01%
+13,283
SBSW icon
867
Sibanye-Stillwater
SBSW
$10.7B
$317K 0.01%
+22,278
HXL icon
868
Hexcel
HXL
$6.95B
$317K 0.01%
+4,287
RNR icon
869
RenaissanceRe
RNR
$13.1B
$317K 0.01%
+1,126
ESGE icon
870
iShares ESG Aware MSCI EM ETF
ESGE
$6.26B
$315K 0.01%
+7,139
CLX icon
871
Clorox
CLX
$14.2B
$315K 0.01%
+3,125
GPC icon
872
Genuine Parts
GPC
$15.9B
$315K 0.01%
+2,540
EG icon
873
Everest Group
EG
$13.6B
$314K 0.01%
+924
APTV icon
874
Aptiv
APTV
$15.6B
$313K 0.01%
+4,111
GRND icon
875
Grindr
GRND
$2.08B
$311K 0.01%
+23,000