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
$738M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.61M
3
+$1.92M
4
ANIX icon
Anixa Biosciences
ANIX
+$734K
5
NVNO icon
enVVeno Medical
NVNO
+$125K

Top Sells

1
+$109M
2
+$17.4M
3
+$11.7M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
INTU icon
Intuit
INTU
+$7M

Sector Composition

1 Technology 47.57%
2 Consumer Discretionary 3.41%
3 Healthcare 3.38%
4 Communication Services 2.37%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.06%
20,714
52
$474K 0.06%
12,721
-1,564
53
$466K 0.06%
70,000
54
$444K 0.06%
33,700
55
$436K 0.06%
11,605
56
$414K 0.06%
144,076
-81,986
57
$404K 0.05%
14,731
-13,500
58
$370K 0.05%
31,500
59
$348K 0.05%
14,336
60
$335K 0.05%
14,541
61
$296K 0.04%
10,664
62
$296K 0.04%
7,785
63
$256K 0.03%
23,564
64
$192K 0.03%
23,754
65
$188K 0.03%
21,828
66
$181K 0.02%
100,000
67
$180K 0.02%
33,000
+23,000
68
$163K 0.02%
33,637
69
$148K 0.02%
20,261
70
$133K 0.02%
10,000
71
$114K 0.02%
13,429
72
$84.5K 0.01%
24,578
73
$75.1K 0.01%
12,250
74
$55.5K 0.01%
1,432
75
$51.2K 0.01%
20,074
1 2
3
4