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
AZO icon
176
AutoZone
AZO
$60.3B
$4.21M 0.09%
+1,241
WSM icon
177
Williams-Sonoma
WSM
$23.8B
$4.14M 0.09%
+23,177
SHW icon
178
Sherwin-Williams
SHW
$86.4B
$4.12M 0.09%
+12,715
HON icon
179
Honeywell
HON
$155B
$4.11M 0.09%
+21,065
CI icon
180
Cigna
CI
$74.8B
$4.1M 0.09%
+14,891
WIT icon
181
Wipro
WIT
$23B
$4.1M 0.09%
1,442,240
+1,212,199
AON icon
182
Aon
AON
$72.6B
$4.06M 0.08%
+11,516
SHG icon
183
Shinhan Financial Group
SHG
$30.3B
$4.03M 0.08%
+75,142
ESLT icon
184
Elbit Systems
ESLT
$38.2B
$4.02M 0.08%
+6,955
CL icon
185
Colgate-Palmolive
CL
$76.6B
$3.97M 0.08%
+50,298
GM icon
186
General Motors
GM
$69.8B
$3.96M 0.08%
+48,642
UBER icon
187
Uber
UBER
$157B
$3.94M 0.08%
+48,255
ORLY icon
188
O'Reilly Automotive
ORLY
$79B
$3.93M 0.08%
+43,073
IAU icon
189
iShares Gold Trust
IAU
$81.8B
$3.93M 0.08%
+48,397
SNX icon
190
TD Synnex
SNX
$12.6B
$3.9M 0.08%
+25,969
FSLR icon
191
First Solar
FSLR
$21.2B
$3.87M 0.08%
+14,813
QQQ icon
192
Invesco QQQ Trust
QQQ
$394B
$3.86M 0.08%
+6,277
BA icon
193
Boeing
BA
$176B
$3.83M 0.08%
+17,630
CSX icon
194
CSX Corp
CSX
$79.3B
$3.82M 0.08%
+105,511
STT icon
195
State Street
STT
$35.1B
$3.82M 0.08%
+29,572
UL icon
196
Unilever
UL
$151B
$3.8M 0.08%
+58,180
ENB icon
197
Enbridge
ENB
$119B
$3.8M 0.08%
+79,524
PFE icon
198
Pfizer
PFE
$151B
$3.73M 0.08%
+149,859
RDY icon
199
Dr. Reddy's Laboratories
RDY
$11.9B
$3.7M 0.08%
+263,730
COR icon
200
Cencora
COR
$72.3B
$3.66M 0.08%
+10,828