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
$622M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.75M
3
+$588K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$587K
5
IX icon
ORIX
IX
+$280K

Top Sells

1
+$17.9M
2
+$17.2M
3
+$5.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.93%
2 Consumer Discretionary 3.36%
3 Financials 2.86%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.71%
29,850
27
$4.15M 0.67%
11,310
28
$3.78M 0.61%
64,825
29
$3.11M 0.5%
27,064
30
$2.92M 0.47%
41,171
31
$2.54M 0.41%
29,850
32
$2.5M 0.4%
16,005
33
$2.39M 0.38%
48,204
34
$2.23M 0.36%
52,300
35
$2.19M 0.35%
105,290
36
$1.79M 0.29%
18,278
37
$1.78M 0.29%
622,235
38
$1.78M 0.29%
12,235
39
$1.75M 0.28%
+19,074
40
$1.38M 0.22%
30,780
41
$1.08M 0.17%
11,126
-10,691
42
$1.06M 0.17%
12,569
43
$947K 0.15%
25,000
-10,052
44
$789K 0.13%
16,160
-336
45
$770K 0.12%
21,500
46
$754K 0.12%
13,795
+1,415
47
$750K 0.12%
64,495
48
$744K 0.12%
17,832
49
$703K 0.11%
13,025
-18,290
50
$692K 0.11%
226,082
-22,293
1
2
3 4