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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 0.41%
9,327
+4
27
$3.85M 0.39%
8,973
+2,511
28
$3.7M 0.38%
65,785
+352
29
$3.51M 0.36%
70,000
30
$3.39M 0.35%
64,499
+57,215
31
$2.75M 0.28%
44,550
32
$2.67M 0.27%
+45,585
33
$2.6M 0.27%
27,064
34
$2.22M 0.23%
10,149
+450
35
$2.2M 0.23%
65,990
+550
36
$2.13M 0.22%
13,039
+263
37
$2.1M 0.22%
7,709
+631
38
$2.07M 0.21%
529,103
39
$2.03M 0.21%
+19,960
40
$1.89M 0.19%
36,255
41
$1.86M 0.19%
7,212
+300
42
$1.84M 0.19%
29,135
43
$1.83M 0.19%
13,429
+951
44
$1.79M 0.18%
48,803
45
$1.78M 0.18%
43,995
+100
46
$1.74M 0.18%
3,880
+265
47
$1.63M 0.17%
8,454
+107
48
$1.59M 0.16%
9,875
+749
49
$1.47M 0.15%
3,066
-162
50
$1.42M 0.15%
10,620
+900
1
2
3 4 5