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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 0.36%
42,952
+2,406
27
$3.81M 0.35%
64,832
+333
28
$3.8M 0.35%
73,159
+4,225
29
$3.79M 0.35%
8,398
-398
30
$3.61M 0.33%
13,005
-2,649
31
$2.93M 0.27%
38,422
-1,850
32
$2.84M 0.26%
47,583
+15,748
33
$2.79M 0.25%
27,507
+4,739
34
$2.67M 0.24%
45,990
+385
35
$2.66M 0.24%
47,905
-758
36
$2.62M 0.24%
+27,064
37
$2.6M 0.24%
7,359
-176
38
$2.53M 0.23%
4,389
+633
39
$2.5M 0.23%
6,975
-795
40
$2.49M 0.23%
67,596
+104
41
$2.44M 0.22%
22,794
+10,558
42
$2.27M 0.21%
48,448
+3,459
43
$2.19M 0.2%
529,103
44
$1.93M 0.18%
14,193
-1,138
45
$1.86M 0.17%
9,069
-1,484
46
$1.85M 0.17%
+22,185
47
$1.82M 0.17%
36,255
48
$1.79M 0.16%
17,948
-271
49
$1.72M 0.16%
9,681
-327
50
$1.58M 0.14%
29,550
+2,240
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