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
$738M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.61M
3
+$1.92M
4
ANIX icon
Anixa Biosciences
ANIX
+$734K
5
NVNO icon
enVVeno Medical
NVNO
+$125K

Top Sells

1
+$109M
2
+$17.4M
3
+$11.7M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
INTU icon
Intuit
INTU
+$7M

Sector Composition

1 Technology 47.57%
2 Consumer Discretionary 3.41%
3 Healthcare 3.38%
4 Communication Services 2.37%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 0.62%
11,000
27
$4.47M 0.61%
28,324
-1,827
28
$4.34M 0.59%
11,310
29
$4.03M 0.55%
971,711
-4,190,071
30
$3.94M 0.53%
+64,825
31
$3.8M 0.51%
79,333
32
$3.49M 0.47%
48,062
-161,596
33
$3.49M 0.47%
28,175
-5,173
34
$3.18M 0.43%
46,218
35
$3.17M 0.43%
35,701
36
$2.97M 0.4%
143,250
37
$2.95M 0.4%
27,064
38
$2.63M 0.36%
41,171
39
$2.51M 0.34%
29,850
40
$2.44M 0.33%
16,005
41
$2.36M 0.32%
52,300
42
$1.92M 0.26%
+20,942
43
$1.89M 0.26%
604,235
+235,400
44
$1.67M 0.23%
18,278
45
$983K 0.13%
229,490
46
$790K 0.11%
18,376
-11,867
47
$734K 0.1%
10,890
48
$596K 0.08%
116,325
-44,137
49
$538K 0.07%
11,300
50
$530K 0.07%
84,317
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