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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.13%
19,600
52
$1.35M 0.13%
75,911
+6,394
53
$1.34M 0.13%
529,103
54
$1.31M 0.12%
18,219
-135
55
$1.23M 0.12%
8,369
+321
56
$1.22M 0.11%
+7,302
57
$1.2M 0.11%
10,211
-1,261
58
$1.2M 0.11%
7,117
59
$1.18M 0.11%
8,160
+1,540
60
$1.16M 0.11%
7,076
-444
61
$1.13M 0.11%
6,518
+167
62
$1.11M 0.1%
15,371
-1,665
63
$1.11M 0.1%
7,147
+572
64
$1.1M 0.1%
13,429
65
$1.1M 0.1%
22,492
66
$1.06M 0.1%
+56,493
67
$1.06M 0.1%
3,067
68
$1.04M 0.1%
80,000
+70,000
69
$996K 0.09%
22,390
+5,489
70
$973K 0.09%
3,035
-1,104
71
$936K 0.09%
4,636
72
$907K 0.08%
8,091
-218
73
$903K 0.08%
3,370
-487
74
$901K 0.08%
2
75
$817K 0.08%
1,971
+118
1 2
3
4 5