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
$704M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$6.66M
3
+$5.75M
4
BND icon
Vanguard Total Bond Market
BND
+$4.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.03M

Top Sells

1
+$1.58M
2
+$1.28M
3
+$788K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$551K
5
IAU icon
iShares Gold Trust
IAU
+$542K

Sector Composition

1 Technology 29.17%
2 Consumer Discretionary 1.91%
3 Healthcare 1.44%
4 Communication Services 1.26%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.26%
231,268
+200
27
$1.64M 0.23%
143,451
+87,648
28
$1.61M 0.23%
18,714
+5,362
29
$1.6M 0.23%
73,776
30
$1.55M 0.22%
8,753
+3,808
31
$1.47M 0.21%
33,887
-749
32
$1.33M 0.19%
3,451
33
$1.25M 0.18%
4,061
+1,270
34
$1.21M 0.17%
12,194
+3,599
35
$1.2M 0.17%
2,619
+757
36
$1.19M 0.17%
6,808
+688
37
$1.13M 0.16%
24,595
+19,607
38
$1.05M 0.15%
+7,807
39
$914K 0.13%
4,557
+437
40
$871K 0.12%
22,889
41
$859K 0.12%
+23,564
42
$841K 0.12%
+5,548
43
$832K 0.12%
7,691
-100
44
$817K 0.12%
+3,410
45
$802K 0.11%
5,711
46
$781K 0.11%
+1,817
47
$720K 0.1%
17,339
-38,122
48
$665K 0.09%
7,540
+1,630
49
$658K 0.09%
+10,346
50
$657K 0.09%
+1,350
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