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
$846M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$24.7M
3
+$15.2M
4
XOM icon
Exxon Mobil
XOM
+$13.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.1M

Top Sells

1
+$107M
2
+$33.2M
3
+$23.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$16.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.1M

Sector Composition

1 Technology 50.12%
2 Communication Services 5.01%
3 Consumer Discretionary 3.1%
4 Healthcare 3.01%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.08%
+14,285
52
$686K 0.08%
282,309
+103,600
53
$662K 0.08%
+33,700
54
$630K 0.07%
+226,062
55
$626K 0.07%
+10,890
56
$615K 0.07%
+11,404
57
$586K 0.07%
+84,317
58
$566K 0.07%
160,462
+54,462
59
$532K 0.06%
11,300
-10,197
60
$457K 0.05%
20,714
-242,279
61
$423K 0.05%
14,336
62
$404K 0.05%
+11,605
63
$403K 0.05%
23,564
64
$367K 0.04%
+10,261
65
$364K 0.04%
+7,785
66
$355K 0.04%
+31,500
67
$345K 0.04%
+24,064
68
$307K 0.04%
+10,664
69
$250K 0.03%
+14,541
70
$248K 0.03%
13,951
-31,829
71
$202K 0.02%
+20,261
72
$201K 0.02%
+23,754
73
$180K 0.02%
+21,828
74
$139K 0.02%
+33,637
75
$122K 0.01%
10,000
-60
1 2
3
4 5