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
$20.2B
$311K 0.01%
+3,857
WTFC icon
877
Wintrust Financial
WTFC
$10.1B
$311K 0.01%
+2,221
BSY icon
878
Bentley Systems
BSY
$10.6B
$310K 0.01%
+8,127
IP icon
879
International Paper
IP
$18.2B
$310K 0.01%
+7,870
AL
880
DELISTED
Air Lease Corp
AL
$309K 0.01%
+4,794
TEAM icon
881
Atlassian
TEAM
$18.7B
$308K 0.01%
+1,902
VOYA icon
882
Voya Financial
VOYA
$6.93B
$306K 0.01%
+4,113
ERIC icon
883
Ericsson
ERIC
$38.7B
$306K 0.01%
+31,735
WEX icon
884
WEX
WEX
$6.27B
$306K 0.01%
+2,055
ALK icon
885
Alaska Air
ALK
$4.48B
$306K 0.01%
+6,083
RKT icon
886
Rocket Companies
RKT
$44.5B
$305K 0.01%
+15,764
XLY icon
887
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$304K 0.01%
+2,544
PKG icon
888
Packaging Corp of America
PKG
$18.4B
$303K 0.01%
+1,462
RCI icon
889
Rogers Communications
RCI
$19.7B
$303K 0.01%
+7,943
ITT icon
890
ITT
ITT
$19.5B
$301K 0.01%
+1,735
SFM icon
891
Sprouts Farmers Market
SFM
$7.12B
$301K 0.01%
+3,775
KOF icon
892
Coca-Cola Femsa
KOF
$21.2B
$299K 0.01%
+3,161
BPOP icon
893
Popular Inc
BPOP
$9.66B
$294K 0.01%
+2,345
BEKE icon
894
KE Holdings
BEKE
$18B
$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
$10.7B
$289K 0.01%
+6,280
XLF icon
897
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$289K 0.01%
+5,274
SCHA icon
898
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$288K 0.01%
+10,107
NFG icon
899
National Fuel Gas
NFG
$8.24B
$287K 0.01%
+3,563
MEOH icon
900
Methanex
MEOH
$4.6B
$287K 0.01%
+7,217
34 35
36
37 38