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
$622M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.75M
3
+$588K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$587K
5
IX icon
ORIX
IX
+$280K

Top Sells

1
+$17.9M
2
+$17.2M
3
+$5.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.93%
2 Consumer Discretionary 3.36%
3 Financials 2.86%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$587K 0.09%
+10,000
52
$575K 0.09%
12,721
53
$518K 0.08%
56,250
-750
54
$467K 0.08%
11,795
55
$466K 0.08%
20,714
56
$383K 0.06%
14,336
57
$310K 0.05%
30,103
+8,275
58
$286K 0.05%
36,600
+2,500
59
$280K 0.05%
+13,400
60
$250K 0.04%
116,325
61
$169K 0.03%
54,288
+12,115
62
$136K 0.02%
40,148
63
$100K 0.02%
10,000
-14,000
64
$87.6K 0.01%
13,082
-20,555
65
$69.1K 0.01%
21,184
66
$65.8K 0.01%
25,000
67
$36.3K 0.01%
12,731
68
– –
-20,005
69
– –
-16,911
70
– –
-17,254
71
– –
-12,250
72
– –
-35,750
73
– –
-17,727
74
– –
-21,274
75
– –
-11,761
1 2
3
4