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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.14%
26,880
-795
52
$1.32M 0.13%
11,466
-6,216
53
$1.26M 0.13%
69,517
+13,137
54
$1.24M 0.13%
+18,354
55
$1.23M 0.13%
+19,600
56
$1.2M 0.12%
4,139
+526
57
$1.19M 0.12%
+17,036
58
$1.16M 0.12%
11,472
+1,732
59
$1.13M 0.12%
22,492
60
$1.11M 0.11%
7,117
+500
61
$1.11M 0.11%
6,575
+760
62
$1.09M 0.11%
8,048
+351
63
$1.05M 0.11%
7,520
+269
64
$955K 0.1%
6,351
-588
65
$929K 0.1%
3,857
+297
66
$899K 0.09%
3,067
+56
67
$882K 0.09%
6,620
+1,080
68
$858K 0.09%
8,309
+2,700
69
$848K 0.09%
2,531
+56
70
$836K 0.09%
40,986
+16,076
71
$822K 0.08%
2
72
$800K 0.08%
4,636
+102
73
$781K 0.08%
+8,932
74
$762K 0.08%
22,889
+10,321
75
$746K 0.08%
9,544
+2,323
1 2
3
4 5