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
ARCC icon
926
Ares Capital
ARCC
$13.6B
$258K 0.01%
+12,755
XLI icon
927
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$258K 0.01%
+1,663
AMX icon
928
America Movil
AMX
$78B
$258K 0.01%
+12,480
XBI icon
929
State Street SPDR S&P Biotech ETF
XBI
$8.08B
$258K 0.01%
+2,113
FBP icon
930
First Bancorp
FBP
$3.36B
$257K 0.01%
+12,388
LEU icon
931
Centrus Energy
LEU
$3.88B
$255K 0.01%
+1,051
WES icon
932
Western Midstream Partners
WES
$16.6B
$255K 0.01%
+6,450
FTI icon
933
TechnipFMC
FTI
$26.5B
$255K 0.01%
+5,715
U icon
934
Unity
U
$8.67B
$254K 0.01%
+5,747
RUN icon
935
Sunrun
RUN
$2.68B
$254K 0.01%
+13,791
GTES icon
936
Gates Industrial
GTES
$6.69B
$254K 0.01%
+11,812
SEB icon
937
Seaboard Corp
SEB
$4.96B
$253K 0.01%
+57
EQH icon
938
Equitable Holdings
EQH
$11.5B
$253K 0.01%
+5,305
EWBC icon
939
East-West Bancorp
EWBC
$15.3B
$252K 0.01%
+2,243
PECO icon
940
Phillips Edison & Co
PECO
$5B
$252K 0.01%
+7,065
TSLX icon
941
Sixth Street Specialty
TSLX
$1.68B
$250K 0.01%
+11,514
FMC icon
942
FMC
FMC
$1.73B
$249K 0.01%
+17,864
KMX icon
943
CarMax
KMX
$5.93B
$249K 0.01%
+6,449
G icon
944
Genpact
G
$6.85B
$249K 0.01%
+5,317
AXTA icon
945
Axalta
AXTA
$6.76B
$249K 0.01%
+7,695
ZTO icon
946
ZTO Express
ZTO
$18.3B
$248K 0.01%
+11,849
MKSI icon
947
MKS Inc
MKSI
$16.4B
$247K 0.01%
+1,544
TLSI icon
948
TriSalus Life Sciences
TLSI
$300M
$244K 0.01%
+34,950
BINC icon
949
BlackRock Flexible Income ETF
BINC
$17.3B
$244K 0.01%
+4,621
IXJ icon
950
iShares Global Healthcare ETF
IXJ
$4.08B
$244K 0.01%
+2,500