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
EWJ icon
876
iShares MSCI Japan ETF
EWJ
$19.5B
$311K 0.01%
+3,857
WTFC icon
877
Wintrust Financial
WTFC
$9.73B
$311K 0.01%
+2,221
BSY icon
878
Bentley Systems
BSY
$11.8B
$310K 0.01%
+8,127
IP icon
879
International Paper
IP
$22.5B
$310K 0.01%
+7,870
AL icon
880
Air Lease Corp
AL
$7.25B
$309K 0.01%
+4,794
TEAM icon
881
Atlassian
TEAM
$20.3B
$308K 0.01%
+1,902
VOYA icon
882
Voya Financial
VOYA
$6.54B
$306K 0.01%
+4,113
ERIC icon
883
Ericsson
ERIC
$38B
$306K 0.01%
+31,735
WEX icon
884
WEX
WEX
$5.65B
$306K 0.01%
+2,055
ALK icon
885
Alaska Air
ALK
$5.54B
$306K 0.01%
+6,083
RKT icon
886
Rocket Companies
RKT
$46.8B
$305K 0.01%
+15,764
XLY icon
887
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$304K 0.01%
+2,544
PKG icon
888
Packaging Corp of America
PKG
$20.9B
$303K 0.01%
+1,462
RCI icon
889
Rogers Communications
RCI
$21.9B
$303K 0.01%
+7,943
ITT icon
890
ITT
ITT
$17B
$301K 0.01%
+1,735
SFM icon
891
Sprouts Farmers Market
SFM
$7.23B
$301K 0.01%
+3,775
KOF icon
892
Coca-Cola Femsa
KOF
$22.7B
$299K 0.01%
+3,161
BPOP icon
893
Popular Inc
BPOP
$8.93B
$294K 0.01%
+2,345
BEKE icon
894
KE Holdings
BEKE
$19.1B
$292K 0.01%
+18,532
PNW icon
895
Pinnacle West Capital
PNW
$12.3B
$290K 0.01%
+3,266
DINO icon
896
HF Sinclair
DINO
$10.4B
$289K 0.01%
+6,280
XLF icon
897
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$289K 0.01%
+5,274
SCHA icon
898
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$288K 0.01%
+10,107
NFG icon
899
National Fuel Gas
NFG
$8.89B
$287K 0.01%
+3,563
MEOH icon
900
Methanex
MEOH
$4.12B
$287K 0.01%
+7,217