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
BNS icon
201
Scotiabank
BNS
$93.4B
$3.66M 0.08%
+49,604
EMR icon
202
Emerson Electric
EMR
$82.4B
$3.65M 0.08%
+27,504
EEM icon
203
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$3.65M 0.08%
+66,692
ICE icon
204
Intercontinental Exchange
ICE
$93.6B
$3.63M 0.08%
+22,392
ACGL icon
205
Arch Capital
ACGL
$36.3B
$3.61M 0.08%
+37,626
RELX icon
206
RELX
RELX
$62.9B
$3.6M 0.07%
+88,973
VTEB icon
207
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$3.58M 0.07%
71,163
+39,209
WPM icon
208
Wheaton Precious Metals
WPM
$68.7B
$3.58M 0.07%
+30,441
UMC icon
209
United Microelectronic
UMC
$24.9B
$3.58M 0.07%
+455,045
MPC icon
210
Marathon Petroleum
MPC
$61.9B
$3.53M 0.07%
+21,692
NDAQ icon
211
Nasdaq
NDAQ
$49.7B
$3.52M 0.07%
+36,250
MRSH
212
Marsh
MRSH
$90.3B
$3.52M 0.07%
+18,968
EBAY icon
213
eBay
EBAY
$40.2B
$3.5M 0.07%
+40,135
WELL icon
214
Welltower
WELL
$147B
$3.49M 0.07%
+18,776
HCA icon
215
HCA Healthcare
HCA
$121B
$3.47M 0.07%
+7,436
NEM icon
216
Newmont
NEM
$129B
$3.44M 0.07%
+34,404
AMP icon
217
Ameriprise Financial
AMP
$43.4B
$3.41M 0.07%
+6,961
CEG icon
218
Constellation Energy
CEG
$118B
$3.41M 0.07%
+9,646
FCX icon
219
Freeport-McMoran
FCX
$94.2B
$3.4M 0.07%
66,971
+41,971
ADSK icon
220
Autodesk
ADSK
$53.7B
$3.35M 0.07%
+11,328
RKLB icon
221
Rocket Lab Corp
RKLB
$37.5B
$3.3M 0.07%
+47,325
COP icon
222
ConocoPhillips
COP
$145B
$3.3M 0.07%
+35,265
GWW icon
223
W.W. Grainger
GWW
$54.6B
$3.3M 0.07%
+3,269
CDNS icon
224
Cadence Design Systems
CDNS
$82B
$3.29M 0.07%
+10,514
AWK icon
225
American Water Works
AWK
$26.4B
$3.25M 0.07%
+24,909