LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $728M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.39M
3
+$2.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.82M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.11M

Top Sells

1
+$13M
2
+$12.3M
3
+$11.1M
4
ZG icon
Zillow
ZG
+$7.77M
5
RDFN
Redfin
RDFN
+$4.4M

Sector Composition

1 Technology 35.4%
2 Communication Services 3.56%
3 Consumer Discretionary 2.73%
4 Healthcare 1.22%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.4%
65,433
+2,293
27
$3.71M 0.39%
13,675
-100
28
$3.62M 0.38%
15,764
-82
29
$3.39M 0.35%
+529,103
30
$2.98M 0.31%
44,550
+846
31
$2.81M 0.29%
12,478
32
$2.77M 0.29%
6,462
+279
33
$2.62M 0.27%
43,895
-2,500
34
$2.58M 0.27%
+27,064
35
$2.22M 0.23%
9,699
-1,882
36
$2.21M 0.23%
65,440
+2,532
37
$2.04M 0.21%
17,682
-25,875
38
$1.99M 0.21%
12,776
-974
39
$1.97M 0.21%
7,078
-282
40
$1.93M 0.2%
36,255
41
$1.91M 0.2%
29,135
42
$1.87M 0.2%
48,803
-6,314
43
$1.6M 0.17%
8,347
+637
44
$1.58M 0.17%
3,228
-405
45
$1.57M 0.16%
6,912
+42
46
$1.5M 0.16%
9,126
-1,647
47
$1.49M 0.16%
27,675
+7,450
48
$1.43M 0.15%
3,615
-396
49
$1.24M 0.13%
22,492
-7,071
50
$1.19M 0.12%
9,720
-1,000
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