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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 0.39%
8,796
-177
27
$3.79M 0.36%
64,499
28
$3.72M 0.35%
68,934
+3,149
29
$3.37M 0.32%
40,272
-17,937
30
$2.91M 0.27%
48,663
+4,113
31
$2.74M 0.26%
7,770
+558
32
$2.69M 0.25%
70,000
33
$2.44M 0.23%
22,768
+2,808
34
$2.43M 0.23%
15,331
+2,292
35
$2.38M 0.22%
45,605
+20
36
$2.35M 0.22%
67,492
+1,502
37
$2.35M 0.22%
10,553
+404
38
$2.25M 0.21%
7,535
-174
39
$2.13M 0.2%
3,756
-124
40
$2.02M 0.19%
31,835
+2,700
41
$1.97M 0.18%
36,255
42
$1.85M 0.17%
8,418
-36
43
$1.82M 0.17%
15,692
+12,745
44
$1.78M 0.17%
44,989
-3,814
45
$1.71M 0.16%
10,008
+133
46
$1.57M 0.15%
3,044
-22
47
$1.56M 0.15%
43,995
48
$1.55M 0.14%
27,310
+430
49
$1.51M 0.14%
10,460
-160
50
$1.4M 0.13%
12,236
+770
1
2
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