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
$777M
AUM Growth
-$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$1.29M
3
+$802K
4
DHR icon
Danaher
DHR
+$693K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$623K

Top Sells

1
+$10.7M
2
+$7.67M
3
+$6.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.31M
5
PHYS icon
Sprott Physical Gold
PHYS
+$3.46M

Sector Composition

1 Technology 32.38%
2 Consumer Discretionary 2.47%
3 Communication Services 2.01%
4 Healthcare 1.48%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$687K 0.09%
1,815
52
$675K 0.09%
4,896
53
$672K 0.09%
14,125
+1,100
54
$664K 0.09%
23,564
55
$649K 0.08%
5,517
+47
56
$622K 0.08%
2,334
57
$582K 0.07%
10,312
+29
58
$563K 0.07%
2,775
59
$560K 0.07%
+11,180
60
$552K 0.07%
1,350
61
$548K 0.07%
3,590
+2,000
62
$538K 0.07%
3,610
+24
63
$534K 0.07%
7,348
+2,797
64
$530K 0.07%
6,229
65
$519K 0.07%
3,935
-5
66
$493K 0.06%
70,000
67
$486K 0.06%
2,538
+82
68
$463K 0.06%
7,000
69
$456K 0.06%
12,012
-941
70
$442K 0.06%
1,678
71
$440K 0.06%
4,150
+292
72
$436K 0.06%
10,321
73
$431K 0.06%
13,897
74
$424K 0.05%
10,106
75
$407K 0.05%
+9,500
1 2
3
4 5