LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$260M
2 +$121M
3 +$106M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$52.3M
5
Z icon
Zillow
Z
+$34.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.33M 0.37%
+52,200
27
$3.32M 0.37%
+13,775
28
$3.14M 0.35%
+57,841
29
$3.02M 0.34%
+8,047
30
$2.77M 0.31%
+44,638
31
$2.54M 0.28%
+15,023
32
$2.38M 0.27%
+65,493
33
$2.24M 0.25%
+9,540
34
$2.2M 0.25%
+42,563
35
$2.13M 0.24%
+10,886
36
$2.1M 0.24%
+5,607
37
$1.81M 0.2%
+55,677
38
$1.75M 0.2%
+29,135
39
$1.74M 0.2%
+36,255
40
$1.73M 0.19%
+13,597
41
$1.72M 0.19%
+10,437
42
$1.56M 0.18%
+9,899
43
$1.55M 0.17%
+6,685
44
$1.53M 0.17%
+3,633
45
$1.49M 0.17%
+3,965
46
$1.39M 0.16%
+7,649
47
$1.32M 0.15%
+9,496
48
$1.25M 0.14%
+8,417
49
$1.22M 0.14%
+7,710
50
$1.06M 0.12%
+4,938