LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $728M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.39M
3
+$2.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.82M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.11M

Top Sells

1
+$13M
2
+$12.3M
3
+$11.1M
4
ZG icon
Zillow
ZG
+$7.77M
5
RDFN
Redfin
RDFN
+$4.4M

Sector Composition

1 Technology 35.4%
2 Communication Services 3.56%
3 Consumer Discretionary 2.73%
4 Healthcare 1.22%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.12%
+56,380
52
$1.06M 0.11%
7,697
+3
53
$1.05M 0.11%
6,617
54
$1.04M 0.11%
3,613
+1,127
55
$1.03M 0.11%
6,939
-1,468
56
$1.02M 0.11%
5,815
-1,749
57
$1.02M 0.11%
9,740
-1,139
58
$1.01M 0.11%
4,224
-572
59
$978K 0.1%
7,251
-2,188
60
$873K 0.09%
2,475
+411
61
$870K 0.09%
3,011
-111
62
$837K 0.09%
2
63
$834K 0.09%
4,534
-12
64
$822K 0.09%
3,560
-1,374
65
$808K 0.08%
3,715
-135
66
$803K 0.08%
17,747
+3,093
67
$776K 0.08%
2,492
-171
68
$746K 0.08%
9,226
+746
69
$722K 0.08%
3,205
+259
70
$712K 0.07%
12,687
-2,106
71
$694K 0.07%
5,540
-1,080
72
$657K 0.07%
11,242
+900
73
$622K 0.06%
15,106
-2,301
74
$590K 0.06%
12,561
-5,697
75
$587K 0.06%
5,609
1 2
3
4 5