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
$440M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.81M
3
+$1.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$690K

Top Sells

1
+$177M
2
+$29.5M
3
+$24.9M
4
BND icon
Vanguard Total Bond Market
BND
+$22.8M
5
AMZN icon
Amazon
AMZN
+$8.03M

Sector Composition

1 Technology 4.56%
2 Healthcare 2.2%
3 Communication Services 1.77%
4 Consumer Discretionary 1.64%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.35%
15,978
-306,269
27
$1.48M 0.34%
73,776
28
$1.3M 0.3%
34,636
-4,632
29
$1.24M 0.28%
3,451
-10,000
30
$1.14M 0.26%
6,697
+3,130
31
$1.05M 0.24%
13,352
+1,993
32
$1.01M 0.23%
6,120
-1,152
33
$879K 0.2%
1,862
-1,233
34
$836K 0.19%
22,889
35
$807K 0.18%
4,945
-4,484
36
$803K 0.18%
4,120
+3,026
37
$752K 0.17%
13,429
38
$745K 0.17%
2,791
-1,527
39
$739K 0.17%
7,791
40
$724K 0.16%
8,595
-4,469
41
$722K 0.16%
2,724
-1,200
42
$718K 0.16%
6,844
-760
43
$705K 0.16%
5,711
-2,452
44
$620K 0.14%
55,803
-87,648
45
$565K 0.13%
5,910
-2,210
46
$515K 0.12%
2,452
47
$406K 0.09%
56,493
48
$361K 0.08%
13,997
49
$356K 0.08%
120,000
50
$348K 0.08%
1,130
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