First Western Trust Bank

First Western Trust Bank is an institution, managing $2.2B across 189 long positions as of Q3 2025 with 57% Healthcare concentration, 83% concentrated in top 10 holdings, 55% allocation to SYK, and minimal technology exposure.

Portfolio Value: $2.2B
Positions: 189
Top Holding: SYK at 55.24%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in First Western Trust Bank's portfolio (83.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Stryker SYK	Medical - Devices Healthcare	$1.2B	55.24%	-$390.4K Sold	0.85% 3.3M shares	Q1 2022 Held for 3y 8m
2 Vanguard S&P 500 ETF VOO	ETF ETF	$150.8M	6.93%	-$11.2M Sold	— 246.3K shares	Q1 2022 Held for 3y 8m
3 iShares Russell Mid-Cap ETF IWR	ETF ETF	$105.0M	4.82%	-$6.4M Sold	— 1.1M shares	Q1 2022 Held for 3y 8m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$82.4M	3.78%	-$1.2M Sold	— 123.7K shares	Q1 2022 Held for 3y 8m
5 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$65.8M	3.02%	+$3.9M Bought	— 346.8K shares	Q3 2024 Held for 1y 2m
6 iShares Russell 2000 IWM	ETF ETF	$58.1M	2.67%	+$395.8K Bought	— 240.2K shares	Q1 2022 Held for 3y 8m
7 Vanguard FTSE Developed Markets VEA	ETF ETF	$44.5M	2.04%	+$6.7M Bought	— 742.8K shares	Q1 2022 Held for 3y 8m
8 Vanguard Total Stock Market VTI	ETF ETF	$44.4M	2.04%	+$102.7K Bought	— 135.2K shares	Q1 2022 Held for 3y 8m
9 Apple AAPL	Consumer Electronics Technology	$29.2M	1.34%	-$297.7K Sold	0.00% 114.5K shares	Q1 2022 Held for 3y 8m
10 Microsoft MSFT	Software - Infrastructure Technology	$26.1M	1.20%	+$210.8K Bought	0.00% 50.4K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in First Western Trust Bank's latest filing

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Market Value

$2.2B

Prior: $2.2B

Q/Q Change

-2.08%

-$46.3M

Net Flows % of MV

-1.25%

Turnover Ratio

1.48%

New Purchases

3 stocks

$1.7M

Added To

21 stocks

+$14.9M

Sold Out Of

10 stocks

$8.1M

Reduced Holdings

127 stocks

-$35.6M

Increased Positions

Position	Shares Δ	Change
1 JNK SPDR Bloomberg High Yield Bond JNK	New	0 → 12.8K +$1.3M
2 Cummins CMI	New	0 → 484.0 +$204.4K
3 SPDR Portfolio S&P 500 Growth ETF SPYG	New	0 → 1.9K +$201.8K
4 Venu Holding VENU	+62.48%	400.1K → 650.1K +$3.2M
5 Vanguard FTSE Developed Markets VEA	+17.65%	631.4K → 742.8K +$6.7M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	30.1K → 0 −$5.2M
2 Brown-Forman Corporation BF.B	Sold	34.2K → 0 −$920.9K
3 Brown-Forman Corporation BF.A	Sold	11.1K → 0 −$305.6K
4 Brookfield Infrastructure Partners BIP	Sold	9.0K → 0 −$302.8K
5 General Mills GIS	Sold	5.4K → 0 −$279.0K

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Analytics

Portfolio insights and performance metrics for First Western Trust Bank

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Sector Allocation

Healthcare

56.70%

ETF

28.60%

Technology

4.60%

Financial Services

2.40%

Industrials

2.10%

Consumer Cyclical

1.60%

Consumer Defensive

1.20%

Communication Services

1.10%

Basic Materials

0.40%

Energy

0.30%

Utilities

0.30%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

8.69%

Large Cap ($10B - $200B)

61.66%

Mid Cap ($2B - $10B)

0.12%

Small Cap ($300M - $2B)

0.42%

Micro Cap ($50M - $300M)

0.12%

Nano Cap (< $50M)

0.15%

N/A (ETF or Unknown)

28.85%

Portfolio Concentration

Top 10 Holdings %

83.09%

Top 20 Holdings %

88.54%

Top 50 Holdings %

95.0%

Top 100 Holdings %

98.45%