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
$731M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$5.06M
3
+$4.19M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Top Sells

1
+$25.9M
2
+$4.02M
3
+$3.3M
4
BILL icon
BILL Holdings
BILL
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$1.69M

Sector Composition

1 Technology 46.57%
2 Consumer Discretionary 4.59%
3 Financials 2.49%
4 Communication Services 1.85%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$784K 0.11%
17,832
+7,692
52
$775K 0.11%
12,721
53
$647K 0.09%
+12,380
54
$503K 0.07%
11,795
55
$449K 0.06%
57,000
56
$444K 0.06%
116,325
57
$443K 0.06%
20,714
58
$431K 0.06%
+16,701
59
$431K 0.06%
14,336
60
$392K 0.05%
+14,052
61
$283K 0.04%
10,664
62
$256K 0.04%
21,654
63
$247K 0.03%
+16,911
64
$238K 0.03%
24,000
-16,000
65
$208K 0.03%
21,828
66
$162K 0.02%
40,148
+10,037
67
$159K 0.02%
34,100
+1,250
68
$154K 0.02%
23,754
69
$153K 0.02%
33,637
70
$149K 0.02%
35,750
-37,250
71
$129K 0.02%
+42,173
72
$125K 0.02%
21,184
73
$114K 0.02%
12,250
74
$92.8K 0.01%
+21,274
75
$75.5K 0.01%
25,000
1 2
3
4