LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
This Quarter Return
+20.16%
1 Year Return
+17.12%
3 Year Return
+71.4%
5 Year Return
–
10 Year Return
–
AUM
$728M
AUM Growth
+$728M
(+17%)
Cap. Flow
-$9.05M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
77.19%
Holding
69
New
2
Increased
9
Reduced
13
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.54M |
| 2 |
Verizon
VZ
|
$737K |
| 3 |
Sprott Physical Gold
PHYS
|
$567K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$538K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$398K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.9M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.2M |
| 3 |
Abbott
ABT
|
$1.6M |
| 4 |
Microsoft
MSFT
|
$1.34M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$1.32M |
Sector Composition
| 1 | Technology | 51.7% |
| 2 | Financials | 3.71% |
| 3 | Consumer Discretionary | 3.2% |
| 4 | Communication Services | 1.6% |
| 5 | Healthcare | 1.38% |
