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
$731M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$5.06M
3
+$4.19M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Top Sells

1
+$25.9M
2
+$4.02M
3
+$3.3M
4
BILL icon
BILL Holdings
BILL
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$1.69M

Sector Composition

1 Technology 46.57%
2 Consumer Discretionary 4.59%
3 Financials 2.49%
4 Communication Services 1.85%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 0.6%
11,310
27
$4.1M 0.56%
28,324
28
$4.04M 0.55%
64,825
29
$3.85M 0.53%
29,850
30
$3.29M 0.45%
27,064
31
$3.05M 0.42%
16,005
32
$2.95M 0.4%
41,171
33
$2.64M 0.36%
29,850
34
$2.53M 0.35%
52,300
35
$2.42M 0.33%
48,204
-65,854
36
$2.38M 0.32%
105,290
37
$2.33M 0.32%
21,817
-4,560
38
$1.99M 0.27%
+12,235
39
$1.67M 0.23%
18,278
40
$1.64M 0.22%
31,315
+18,290
41
$1.44M 0.2%
622,235
+1,500
42
$1.33M 0.18%
35,052
43
$1.19M 0.16%
30,780
44
$1.06M 0.15%
21,500
45
$1.06M 0.14%
+17,254
46
$1.04M 0.14%
+56,150
47
$993K 0.14%
64,495
48
$951K 0.13%
12,569
49
$879K 0.12%
248,375
+101,969
50
$809K 0.11%
+16,496
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