LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.39M
3
+$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1
+$2.21M
2
+$1.85M
3
+$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.37%
73,871
-1,022
27
$2.62M 0.33%
231,268
28
$2.44M 0.31%
+480,248
29
$1.96M 0.24%
115,549
-27,902
30
$1.93M 0.24%
+17,464
31
$1.7M 0.21%
5,520
+1,459
32
$1.64M 0.2%
73,776
33
$1.64M 0.2%
16,411
-10,841
34
$1.38M 0.17%
3,356
-95
35
$1.38M 0.17%
7,725
+917
36
$1.35M 0.17%
8,693
-60
37
$1.26M 0.16%
2,534
-85
38
$1.18M 0.15%
11,363
-831
39
$1.17M 0.15%
24,595
40
$1.07M 0.13%
25,369
-8,518
41
$1.01M 0.13%
7,716
-91
42
$970K 0.12%
4,481
-76
43
$946K 0.12%
7,604
44
$885K 0.11%
22,889
45
$787K 0.1%
5,291
-257
46
$782K 0.1%
7,540
47
$781K 0.1%
43,995
48
$779K 0.1%
3,407
-3
49
$752K 0.09%
1,815
-2
50
$729K 0.09%
56,493
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