LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$4.81B
1-Year Est. Return
27.36%
This Fund
S&P 500
1 Year Est. Return
+27.36%
AUM
$4.81B
AUM Growth
+$4.23B
(+727%)
Holding
1,021
Top Buys
| 1 | +$245M | |
| 2 | +$214M | |
| 3 | +$201M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$195M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$116M |
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 | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$191B
| $9.23M | 0.19% |
+15,925
|
|
||
77
Walt Disney
DIS
$183B
| $9.22M | 0.19% |
+80,505
|
|
||
78
Amgen
AMGN
$203B
| $8.92M | 0.19% |
+27,258
|
|
||
79
SAP
SAP
$229B
| $8.88M | 0.18% |
+36,551
|
|
||
80
RTX Corp
RTX
$277B
| $8.75M | 0.18% |
+47,690
|
|
||
81
PepsiCo
PEP
$225B
| $8.71M | 0.18% |
+60,092
|
|
||
82
Qualcomm
QCOM
$147B
| $8.7M | 0.18% |
+50,871
|
|
||
83
iShares Russell 2000 ETF
IWM
$73.4B
| $8.56M | 0.18% |
+34,776
|
|
||
84
GE Vernova
GEV
$227B
| $8.55M | 0.18% |
+13,080
|
|
||
85
Eaton
ETN
$138B
| $8.42M | 0.18% |
+26,436
|
|
||
86
NextEra Energy
NEE
$193B
| $8.38M | 0.17% |
104,386
+66,681
|
|
||
87
iShares Russell 1000 Growth ETF
IWF
$116B
| $8.25M | 0.17% |
+17,432
|
|
||
88
Arista Networks
ANET
$157B
| $8.2M | 0.17% |
+62,551
|
|
||
89
iShares Core S&P Mid-Cap ETF
IJH
$111B
| $8.14M | 0.17% |
123,319
+58,494
|
|
||
90
UBS Group
UBS
$123B
| $8.02M | 0.17% |
+173,284
|
|
||
91
Wells Fargo
WFC
$255B
| $7.99M | 0.17% |
+85,755
|
|
||
92
Amphenol
APH
$159B
| $7.8M | 0.16% |
+57,582
|
|
||
93
Danaher
DHR
$144B
| $7.78M | 0.16% |
+33,948
|
|
||
94
HSBC
HSBC
$294B
| $7.67M | 0.16% |
+97,510
|
|
||
95
Sony
SONY
$129B
| $7.61M | 0.16% |
+297,409
|
|
||
96
Intuitive Surgical
ISRG
$177B
| $7.55M | 0.16% |
+13,339
|
|
||
97
Analog Devices
ADI
$166B
| $7.46M | 0.16% |
+27,506
|
|
||
98
McKesson
MCK
$122B
| $7.41M | 0.15% |
+9,018
|
|
||
99
Accenture
ACN
$129B
| $7.38M | 0.15% |
+27,500
|
|
||
100
Union Pacific
UNP
$158B
| $7.29M | 0.15% |
+31,520
|
|