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
$704M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$6.66M
3
+$5.75M
4
BND icon
Vanguard Total Bond Market
BND
+$4.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.03M

Top Sells

1
+$1.58M
2
+$1.28M
3
+$788K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$551K
5
IAU icon
iShares Gold Trust
IAU
+$542K

Sector Composition

1 Technology 29.17%
2 Consumer Discretionary 1.91%
3 Healthcare 1.44%
4 Communication Services 1.26%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$650K 0.09%
7,604
+760
52
$618K 0.09%
5,606
+3,168
53
$591K 0.08%
+12,664
54
$579K 0.08%
+3,586
55
$563K 0.08%
2,956
+1,046
56
$561K 0.08%
+10,116
57
$525K 0.07%
2,452
58
$466K 0.07%
+2,775
59
$464K 0.07%
56,493
60
$443K 0.06%
+1,681
61
$423K 0.06%
+6,230
62
$416K 0.06%
13,997
63
$412K 0.06%
130,000
+10,000
64
$406K 0.06%
1,692
+590
65
$405K 0.06%
+6,980
66
$401K 0.06%
+7,000
67
$391K 0.06%
10,324
+828
68
$372K 0.05%
3,024
+300
69
$368K 0.05%
2,053
+574
70
$361K 0.05%
1,130
71
$361K 0.05%
+1,984
72
$360K 0.05%
+43,995
73
$350K 0.05%
3,940
+800
74
$340K 0.05%
8,163
+25
75
$334K 0.05%
+3,994
1 2
3
4 5