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
$790M
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.1M
3
+$21.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.36M

Top Sells

1
+$69.4M
2
+$28.8M
3
+$24.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.8M
5
XOM icon
Exxon Mobil
XOM
+$7.93M

Sector Composition

1 Technology 28.33%
2 Financials 4.06%
3 Consumer Discretionary 2.14%
4 Healthcare 1.63%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$676K 0.09%
13,429
52
$628K 0.08%
3,567
+374
53
$626K 0.08%
4,324
-5,044
54
$608K 0.08%
3,404
-268
55
$595K 0.08%
6,959
-92,741
56
$584K 0.07%
3,819
-1,190
57
$580K 0.07%
10,116
-57,359
58
$580K 0.07%
1,350
-9
59
$576K 0.07%
70,000
60
$556K 0.07%
1,852
-217
61
$536K 0.07%
2,452
-10,553
62
$510K 0.06%
43,995
63
$498K 0.06%
4,560
-1,700
64
$494K 0.06%
6,671
+34
65
$448K 0.06%
11,985
-298
66
$433K 0.05%
5,593
-2,669
67
$410K 0.05%
3,003
-973
68
$407K 0.05%
6,980
69
$403K 0.05%
13,997
70
$395K 0.05%
1,874
-523
71
$394K 0.05%
2,368
-4,118
72
$382K 0.05%
7,000
73
$369K 0.05%
1,130
-37
74
$369K 0.05%
56,493
75
$366K 0.05%
120,000
+40,000
1 2
3
4 5