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
$790M
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.1M
3
+$21.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.36M

Top Sells

1
+$69.4M
2
+$28.8M
3
+$24.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.8M
5
XOM icon
Exxon Mobil
XOM
+$7.93M

Sector Composition

1 Technology 28.33%
2 Financials 4.06%
3 Consumer Discretionary 2.14%
4 Healthcare 1.63%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.33%
81,671
27
$2.22M 0.28%
64,665
-2,931
28
$2.13M 0.27%
232,668
+1,400
29
$1.7M 0.21%
+34,025
30
$1.67M 0.21%
9,429
-252
31
$1.56M 0.2%
39,268
-9,180
32
$1.48M 0.19%
3,095
-1,294
33
$1.4M 0.18%
73,776
34
$1.23M 0.16%
7,272
-1,797
35
$1.18M 0.15%
4,318
-3,041
36
$1.13M 0.14%
9,995
-4,198
37
$1.1M 0.14%
143,451
+69,225
38
$1.08M 0.14%
8,163
+2,452
39
$997K 0.13%
13,064
-29,888
40
$969K 0.12%
11,359
-16,148
41
$936K 0.12%
6,510
-529
42
$935K 0.12%
22,185
43
$884K 0.11%
8,120
-2,180
44
$880K 0.11%
3,924
-3,051
45
$873K 0.11%
6,285
-20
46
$792K 0.1%
7,791
-300
47
$788K 0.1%
22,889
48
$738K 0.09%
2,993
-199
49
$682K 0.09%
10,780
-138
50
$677K 0.09%
7,604
-39
1
2
3 4 5