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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.14%
73,776
-2,135
52
$1.52M 0.14%
9,368
-843
53
$1.52M 0.14%
3,104
+60
54
$1.51M 0.14%
19,600
55
$1.44M 0.13%
+6,305
56
$1.43M 0.13%
10,300
-160
57
$1.32M 0.12%
15,287
-84
58
$1.31M 0.12%
7,643
+341
59
$1.26M 0.12%
70,000
60
$1.08M 0.1%
6,486
-32
61
$1.08M 0.1%
6,528
-589
62
$1.08M 0.1%
80,000
63
$1.07M 0.1%
7,039
-37
64
$1.06M 0.1%
13,429
65
$1.06M 0.1%
2
66
$1.02M 0.09%
22,543
+51
67
$1M 0.09%
3,146
+79
68
$908K 0.08%
8,091
69
$904K 0.08%
6,596
-551
70
$903K 0.08%
+9,382
71
$898K 0.08%
3,125
+90
72
$876K 0.08%
22,889
73
$874K 0.08%
6,260
-1,900
74
$859K 0.08%
2,069
+113
75
$843K 0.08%
5,711
-2,658
1 2
3
4 5