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
DDS icon
901
Dillards
DDS
$9.73B
$286K 0.01%
+449
DPZ icon
902
Domino's
DPZ
$12.4B
$284K 0.01%
+682
BVN icon
903
Compañía de Minas Buenaventura
BVN
$8.07B
$283K 0.01%
+10,178
WAFD icon
904
WaFd
WAFD
$2.65B
$283K 0.01%
+8,826
RGA icon
905
Reinsurance Group of America
RGA
$13.8B
$282K 0.01%
+1,388
SSL icon
906
Sasol
SSL
$8.12B
$282K 0.01%
+43,359
NYT icon
907
New York Times
NYT
$13.2B
$282K 0.01%
+4,059
XPO icon
908
XPO
XPO
$26.7B
$281K 0.01%
+2,069
BAM icon
909
Brookfield Asset Management
BAM
$79B
$280K 0.01%
+5,343
TW icon
910
Tradeweb Markets
TW
$24.4B
$277K 0.01%
+2,580
AA icon
911
Alcoa
AA
$17.7B
$274K 0.01%
+5,163
DOX icon
912
Amdocs
DOX
$7.14B
$273K 0.01%
+3,366
ROKU icon
913
Roku
ROKU
$16.8B
$272K 0.01%
+2,506
UHS icon
914
Universal Health Services
UHS
$10.9B
$271K 0.01%
+1,243
SGI
915
Somnigroup International
SGI
$17.2B
$270K 0.01%
+3,028
MEDP icon
916
Medpace
MEDP
$14.7B
$269K 0.01%
+479
COO icon
917
Cooper Companies
COO
$13.1B
$269K 0.01%
+3,281
PTEN icon
918
Patterson-UTI
PTEN
$4.01B
$268K 0.01%
+43,929
KHC icon
919
Kraft Heinz
KHC
$26B
$268K 0.01%
+11,045
NUVB icon
920
Nuvation Bio
NUVB
$1.78B
$265K 0.01%
+29,576
CBT icon
921
Cabot Corp
CBT
$3.97B
$262K 0.01%
+3,960
HTHT icon
922
Huazhu Hotels Group
HTHT
$16.7B
$262K 0.01%
+5,564
WTS icon
923
Watts Water Technologies
WTS
$9.91B
$261K 0.01%
+946
WTRG icon
924
Essential Utilities
WTRG
$11.1B
$259K 0.01%
+6,763
SWX icon
925
Southwest Gas
SWX
$6.42B
$258K 0.01%
+3,227