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
TDG icon
101
TransDigm Group
TDG
$74.9B
$7.26M 0.15%
+5,458
PM icon
102
Philip Morris
PM
$277B
$7.23M 0.15%
+44,679
NOW icon
103
ServiceNow
NOW
$118B
$7.13M 0.15%
+46,524
COF icon
104
Capital One
COF
$121B
$7.07M 0.15%
+29,160
LIN icon
105
Linde
LIN
$232B
$7.03M 0.15%
+16,496
TM icon
106
Toyota
TM
$303B
$7.01M 0.15%
+32,759
MMM icon
107
3M
MMM
$83.5B
$7M 0.15%
43,731
+13,881
BK icon
108
Bank of New York Mellon
BK
$81.2B
$6.95M 0.14%
+59,834
RY icon
109
Royal Bank of Canada
RY
$232B
$6.93M 0.14%
+40,653
LOW icon
110
Lowe's Companies
LOW
$145B
$6.86M 0.14%
+28,452
SCHW icon
111
Charles Schwab
SCHW
$169B
$6.82M 0.14%
+68,224
ADBE icon
112
Adobe
ADBE
$111B
$6.81M 0.14%
+19,449
KB icon
113
KB Financial Group
KB
$37.9B
$6.64M 0.14%
+77,173
C icon
114
Citigroup
C
$194B
$6.62M 0.14%
+56,690
JCI icon
115
Johnson Controls International
JCI
$85.4B
$6.61M 0.14%
+54,974
IEMG icon
116
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
$6.56M 0.14%
97,640
+84,615
SBUX icon
117
Starbucks
SBUX
$110B
$6.52M 0.14%
77,407
+59,129
BLK icon
118
Blackrock
BLK
$163B
$6.51M 0.14%
+6,084
GETY icon
119
Getty Images
GETY
$327M
$6.5M 0.14%
4,851,391
CMI icon
120
Cummins
CMI
$77.4B
$6.49M 0.13%
+12,709
KLAC icon
121
KLA
KLAC
$189B
$6.47M 0.13%
+5,326
SHOP icon
122
Shopify
SHOP
$159B
$6.45M 0.13%
+40,045
GLD icon
123
SPDR Gold Trust
GLD
$180B
$6.29M 0.13%
+15,877
PANW icon
124
Palo Alto Networks
PANW
$127B
$6.26M 0.13%
+33,982
CRH icon
125
CRH
CRH
$76.1B
$6.17M 0.13%
+49,459