LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.19M
3
+$681K
4
PHYS icon
Sprott Physical Gold
PHYS
+$471K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$431K

Top Sells

1
+$1.42M
2
+$687K
3
+$614K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$516K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Sector Composition

1 Technology 32.46%
2 Communication Services 6.51%
3 Consumer Discretionary 2.78%
4 Real Estate 1.78%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.12%
4,796
+1
52
$1.06M 0.12%
4,934
-4
53
$1.01M 0.11%
10,720
+360
54
$986K 0.11%
7,694
+2,452
55
$938K 0.1%
10,879
+964
56
$929K 0.1%
20,225
57
$904K 0.1%
6,617
58
$877K 0.1%
18,258
-36
59
$822K 0.09%
3,122
60
$787K 0.09%
15,079
-845
61
$763K 0.08%
2,663
62
$741K 0.08%
6,706
+1,312
63
$736K 0.08%
14,793
-125
64
$720K 0.08%
6,147
65
$710K 0.08%
2,563
+74
66
$703K 0.08%
3,850
+62
67
$698K 0.08%
12,755
+4
68
$695K 0.08%
2
69
$693K 0.08%
17,283
70
$659K 0.07%
4,546
71
$648K 0.07%
8,411
-17
72
$629K 0.07%
2,486
73
$624K 0.07%
9,193
74
$612K 0.07%
8,480
75
$606K 0.07%
9,770
1 2
3
4 5