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
$850M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.06M
3
+$497K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$468K
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$419K

Top Sells

1
+$13.5M
2
+$3.44M
3
+$1.49M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$779K

Sector Composition

1 Technology 33.14%
2 Consumer Discretionary 2.37%
3 Communication Services 1.89%
4 Healthcare 1.19%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.28%
480,248
27
$2.28M 0.27%
45,415
-22,290
28
$2.17M 0.26%
115,549
29
$1.86M 0.22%
5,449
-71
30
$1.78M 0.21%
231,268
31
$1.74M 0.2%
17,774
+1,363
32
$1.66M 0.2%
72,522
-1,254
33
$1.49M 0.18%
3,356
34
$1.43M 0.17%
8,630
-63
35
$1.4M 0.16%
7,453
-272
36
$1.38M 0.16%
12,469
-4,995
37
$1.36M 0.16%
2,534
38
$1.15M 0.14%
24,595
39
$1.13M 0.13%
11,364
+1
40
$1.12M 0.13%
7,716
41
$996K 0.12%
4,336
-145
42
$991K 0.12%
24,740
-629
43
$975K 0.11%
7,604
44
$903K 0.11%
7,540
45
$869K 0.1%
70,000
46
$838K 0.1%
3,407
47
$792K 0.09%
3,024
48
$777K 0.09%
5,118
-173
49
$738K 0.09%
1,815
50
$708K 0.08%
44,918
+923
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