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
$846M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$24.7M
3
+$15.2M
4
XOM icon
Exxon Mobil
XOM
+$13.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.1M

Top Sells

1
+$107M
2
+$33.2M
3
+$23.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$16.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.1M

Sector Composition

1 Technology 50.12%
2 Communication Services 5.01%
3 Consumer Discretionary 3.1%
4 Healthcare 3.01%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.58%
33,365
+27,597
27
$4.77M 0.56%
10,000
+6,624
28
$4.5M 0.53%
79,333
-2,238
29
$4.5M 0.53%
30,151
+28,219
30
$4.24M 0.5%
+11,000
31
$4.06M 0.48%
23,890
+16,174
32
$3.92M 0.46%
+11,310
33
$3.77M 0.45%
46,218
34
$3.37M 0.4%
33,348
+27,119
35
$3.26M 0.39%
+35,701
36
$2.88M 0.34%
+35,537
37
$2.78M 0.33%
143,250
+27,701
38
$2.72M 0.32%
+27,064
39
$2.7M 0.32%
17,223
+9,328
40
$2.5M 0.3%
41,171
+37,177
41
$2.47M 0.29%
+102,972
42
$2.32M 0.27%
+29,850
43
$2.29M 0.27%
52,300
+45,681
44
$2.26M 0.27%
16,005
+12,070
45
$1.75M 0.21%
18,278
+7,014
46
$1.43M 0.17%
+368,835
47
$1.4M 0.17%
229,490
-1,778
48
$1.35M 0.16%
+10,117
49
$1.18M 0.14%
+30,243
50
$722K 0.09%
70,000
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