LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.58B
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1 +$43M
2 +$25.8M
3 +$23.1M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$15.8M
5
BND icon
Vanguard Total Bond Market
BND
+$8.61M

Top Sells

1 +$23.2M
2 +$18.3M
3 +$13.2M
4
NVDA icon
NVIDIA
NVDA
+$11.7M
5
AZN icon
AstraZeneca
AZN
+$8.29M

Sector Composition

1 Technology 25.87%
2 Financials 12.63%
3 Consumer Discretionary 6.5%
4 Healthcare 6.22%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LEU icon
1051
Centrus Energy
LEU
$3.58B
-1,051
LSTR icon
1052
Landstar System
LSTR
$7.26B
-3,946
LULU icon
1053
lululemon athletica
LULU
$15B
-1,986
LYFT icon
1054
Lyft
LYFT
$5.3B
-39,393
MASI icon
1055
Masimo
MASI
$9.37B
-4,778
NUVB icon
1056
Nuvation Bio
NUVB
$1.63B
-29,576
OMF icon
1057
OneMain Financial
OMF
$6.18B
-3,066