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
$764M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.4M
3
+$5.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.24M

Top Sells

1
+$8.57M
2
+$1.69M
3
+$1.4M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$620K
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$541K

Sector Composition

1 Technology 48.49%
2 Consumer Discretionary 3.33%
3 Communication Services 2.81%
4 Financials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.55%
28,324
27
$4.08M 0.53%
29,850
28
$4.04M 0.53%
+64,825
29
$4.02M 0.53%
20,345
-7,096
30
$3.61M 0.47%
48,057
31
$3.48M 0.46%
41,171
32
$3.26M 0.43%
27,064
33
$2.68M 0.35%
16,005
34
$2.63M 0.34%
+29,850
35
$2.6M 0.34%
26,377
+1,977
36
$2.44M 0.32%
46,218
37
$2.42M 0.32%
52,300
38
$1.96M 0.26%
620,735
+16,500
39
$1.78M 0.23%
18,278
40
$1.75M 0.23%
+35,052
41
$1.57M 0.21%
17,066
-3,328
42
$1.53M 0.2%
+30,780
43
$1.41M 0.18%
105,290
-10,059
44
$1.08M 0.14%
+16,060
45
$1.03M 0.13%
+21,500
46
$1,000K 0.13%
+114,630
47
$748K 0.1%
+13,025
48
$740K 0.1%
10,890
49
$714K 0.09%
57,000
-6,000
50
$641K 0.08%
+24,075
1
2
3 4