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
$764M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.4M
3
+$5.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.24M

Top Sells

1
+$8.57M
2
+$1.69M
3
+$1.4M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$620K
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$541K

Sector Composition

1 Technology 48.49%
2 Consumer Discretionary 3.33%
3 Communication Services 2.81%
4 Financials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.08%
116,325
52
$519K 0.07%
12,721
53
$510K 0.07%
11,795
54
$507K 0.07%
64,495
55
$474K 0.06%
146,406
56
$468K 0.06%
12,569
57
$461K 0.06%
20,714
58
$441K 0.06%
+11,500
59
$422K 0.06%
40,000
+30,000
60
$419K 0.05%
+150,000
61
$418K 0.05%
+73,000
62
$402K 0.05%
+10,140
63
$374K 0.05%
+15,275
64
$365K 0.05%
14,336
65
$338K 0.04%
+44,000
66
$333K 0.04%
+10,600
67
$309K 0.04%
10,664
68
$264K 0.03%
+21,654
69
$231K 0.03%
21,828
70
$200K 0.03%
23,754
71
$177K 0.02%
32,850
+1,350
72
$172K 0.02%
33,637
73
$144K 0.02%
+17,500
74
$134K 0.02%
21,184
-1,880
75
$115K 0.02%
12,250
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