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
$890M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$121M
3
+$106M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$52.3M
5
Z icon
Zillow
Z
+$34.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.12%
+4,795
52
$930K 0.1%
+20,225
53
$908K 0.1%
+10,360
54
$905K 0.1%
+6,617
55
$878K 0.1%
+18,294
56
$837K 0.09%
+9,915
57
$823K 0.09%
+3,122
58
$797K 0.09%
+15,924
59
$764K 0.09%
+2,663
60
$743K 0.08%
+14,918
61
$720K 0.08%
+6,147
62
$699K 0.08%
+12,751
63
$696K 0.08%
+2
64
$694K 0.08%
+17,283
65
$689K 0.08%
+3,788
66
$680K 0.08%
+2,489
67
$660K 0.07%
+4,546
68
$660K 0.07%
+3,389
69
$650K 0.07%
+8,428
70
$630K 0.07%
+2,486
71
$624K 0.07%
+10,342
72
$623K 0.07%
+5,242
73
$612K 0.07%
+8,480
74
$606K 0.07%
+9,770
75
$597K 0.07%
+6,820
1 2
3
4 5