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
$440M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.81M
3
+$1.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$690K

Top Sells

1
+$177M
2
+$29.5M
3
+$24.9M
4
BND icon
Vanguard Total Bond Market
BND
+$22.8M
5
AMZN icon
Amazon
AMZN
+$8.03M

Sector Composition

1 Technology 4.56%
2 Healthcare 2.2%
3 Communication Services 1.77%
4 Consumer Discretionary 1.64%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.08%
9,496
+1,226
52
$315K 0.07%
8,138
+2,800
53
$301K 0.07%
3,140
-1,420
54
$299K 0.07%
+1,591
55
$284K 0.06%
134,000
56
$275K 0.06%
834
-15
57
$267K 0.06%
1,635
58
$250K 0.06%
1,102
-772
59
$244K 0.06%
1,578
60
$243K 0.06%
5,124
61
$238K 0.05%
3,319
-3,352
62
$231K 0.05%
1,910
-1,093
63
$219K 0.05%
7,696
-2,739
64
$212K 0.05%
1,479
-2,845
65
$212K 0.05%
2,438
-4,521
66
$208K 0.05%
4,988
-522
67
$205K 0.05%
+4,675
68
$104K 0.02%
6,545
69
$30K 0.01%
10,000
70
$3K ﹤0.01%
95
71
– –
-5,593
72
– –
-61
73
– –
-2,947
74
– –
-5,315
75
– –
-14,366
1 2
3
4 5