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
DOC icon
951
Healthpeak Properties
DOC
$11.5B
$242K 0.01%
+15,077
SPEM icon
952
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$242K 0.01%
+5,176
SWK icon
953
Stanley Black & Decker
SWK
$11.7B
$241K 0.01%
+3,248
AXIA
954
AXIA Energia
AXIA
$28.6B
$241K 0.01%
+26,316
ENPH icon
955
Enphase Energy
ENPH
$4.63B
$241K 0.01%
+7,517
SOLS
956
Solstice Advanced Materials
SOLS
$12.8B
$241K 0.01%
+4,953
BRKR icon
957
Bruker
BRKR
$6.03B
$240K 0.01%
+5,099
MOH icon
958
Molina Healthcare
MOH
$8.04B
$240K 0.01%
+1,384
SNV
959
DELISTED
Synovus
SNV
$240K 0.01%
+4,786
FNF icon
960
Fidelity National Financial
FNF
$13.6B
$239K 0.01%
+4,372
RVTY icon
961
Revvity
RVTY
$10.5B
$238K ﹤0.01%
+2,459
PTLC icon
962
Pacer Trendpilot US Large Cap ETF
PTLC
$3.18B
$234K ﹤0.01%
+4,168
DKNG icon
963
DraftKings
DKNG
$11.1B
$233K ﹤0.01%
+6,772
EOD
964
Allspring Global Dividend Opportunity Fund
EOD
$274M
$231K ﹤0.01%
+38,806
ALSN icon
965
Allison Transmission
ALSN
$11B
$231K ﹤0.01%
+2,363
OSK icon
966
Oshkosh
OSK
$9.43B
$231K ﹤0.01%
+1,841
POWI icon
967
Power Integrations
POWI
$3.99B
$230K ﹤0.01%
+6,469
BBJP icon
968
JPMorgan BetaBuilders Japan ETF
BBJP
$15.8B
$229K ﹤0.01%
+3,481
PRI icon
969
Primerica
PRI
$8.72B
$229K ﹤0.01%
+887
WH icon
970
Wyndham Hotels & Resorts
WH
$6.53B
$229K ﹤0.01%
+3,028
ELAN icon
971
Elanco Animal Health
ELAN
$11.2B
$228K ﹤0.01%
+10,096
TTD icon
972
Trade Desk
TTD
$11B
$228K ﹤0.01%
+6,015
THC icon
973
Tenet Healthcare
THC
$16.6B
$228K ﹤0.01%
+1,147
ATI icon
974
ATI
ATI
$20.5B
$228K ﹤0.01%
+1,986
PII icon
975
Polaris
PII
$3.38B
$228K ﹤0.01%
+3,602