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
WM icon
151
Waste Management
WM
$98.2B
$5.24M 0.11%
+23,831
SHEL icon
152
Shell
SHEL
$232B
$5.2M 0.11%
+70,823
CME icon
153
CME Group
CME
$117B
$5.2M 0.11%
+19,056
PH icon
154
Parker-Hannifin
PH
$125B
$5.2M 0.11%
+5,920
T icon
155
AT&T
T
$201B
$5.13M 0.11%
+206,357
NVO icon
156
Novo Nordisk
NVO
$163B
$5.1M 0.11%
+100,155
XYL icon
157
Xylem
XYL
$31B
$5.06M 0.11%
+37,174
ACWX icon
158
iShares MSCI ACWI ex US ETF
ACWX
$9.03B
$4.98M 0.1%
+74,172
HIG icon
159
Hartford Financial Services
HIG
$39.1B
$4.93M 0.1%
+35,639
USB icon
160
US Bancorp
USB
$84B
$4.91M 0.1%
91,181
+38,881
VUG icon
161
Vanguard Growth ETF
VUG
$194B
$4.89M 0.1%
+10,022
PNC icon
162
PNC Financial Services
PNC
$86.1B
$4.84M 0.1%
+23,183
MAR icon
163
Marriott International
MAR
$89B
$4.81M 0.1%
+15,496
ASX icon
164
ASE Group
ASX
$48.8B
$4.68M 0.1%
+290,450
TRV icon
165
Travelers Companies
TRV
$67.2B
$4.63M 0.1%
+15,978
VIG icon
166
Vanguard Dividend Appreciation ETF
VIG
$104B
$4.53M 0.09%
+20,634
SMFG icon
167
Sumitomo Mitsui Financial
SMFG
$132B
$4.53M 0.09%
+234,111
CB icon
168
Chubb
CB
$132B
$4.52M 0.09%
+14,431
HLT icon
169
Hilton Worldwide
HLT
$70.1B
$4.51M 0.09%
+15,717
HDB icon
170
HDFC Bank
HDB
$158B
$4.36M 0.09%
+119,401
ITW icon
171
Illinois Tool Works
ITW
$82.4B
$4.36M 0.09%
+17,568
AFL icon
172
Aflac
AFL
$58.3B
$4.25M 0.09%
+38,582
SUSA icon
173
iShares ESG Optimized MSCI USA ETF
SUSA
$3.66B
$4.25M 0.09%
30,483
+3,419
INTC icon
174
Intel
INTC
$215B
$4.23M 0.09%
+114,556
IWR icon
175
iShares Russell Mid-Cap ETF
IWR
$48.9B
$4.22M 0.09%
43,858
+14,008