LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.39M
3
+$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1
+$2.21M
2
+$1.85M
3
+$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.09%
5,041
-670
52
$643K 0.08%
10,283
-63
53
$638K 0.08%
1,350
54
$634K 0.08%
70,000
55
$631K 0.08%
12,925
+261
56
$628K 0.08%
2,956
57
$627K 0.08%
3,024
58
$615K 0.08%
5,606
59
$590K 0.07%
10,116
60
$583K 0.07%
2,387
-65
61
$571K 0.07%
3,586
62
$511K 0.06%
12,953
+2,629
63
$511K 0.06%
2,775
64
$491K 0.06%
23,564
65
$484K 0.06%
7,000
66
$470K 0.06%
1,681
67
$456K 0.06%
6,229
-1
68
$446K 0.06%
13,897
-100
69
$425K 0.05%
6,980
70
$410K 0.05%
3,940
71
$379K 0.05%
1,692
72
$363K 0.05%
8,180
+17
73
$362K 0.05%
1,984
74
$359K 0.04%
3,858
75
$350K 0.04%
14,000
+1,000
1 2
3
4 5