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
$728M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$737K
3
+$567K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$538K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$398K

Top Sells

1
+$9.9M
2
+$2.2M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.32M

Sector Composition

1 Technology 51.7%
2 Financials 3.71%
3 Consumer Discretionary 3.2%
4 Communication Services 1.6%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
51
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$766K 0.11%
13,039
+3,039
VZ icon
52
Verizon
VZ
$173B
$737K 0.1%
+17,025
WIT icon
53
Wipro
WIT
$27.8B
$661K 0.09%
218,877
-7,205
RDFN
54
DELISTED
Redfin
RDFN
$621K 0.09%
55,500
-750
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$69.3B
$598K 0.08%
12,083
-4,077
FITB icon
56
Fifth Third Bancorp
FITB
$28.1B
$489K 0.07%
11,795
JMIA
57
Jumia Technologies
JMIA
$1.3B
$468K 0.06%
116,325
DBC icon
58
Invesco DB Commodity Index Tracking Fund
DBC
$1.3B
$452K 0.06%
20,714
DBX icon
59
Dropbox
DBX
$7.6B
$410K 0.06%
14,336
HLN icon
60
Haleon
HLN
$42.7B
$405K 0.06%
39,042
+8,939
IX icon
61
ORIX
IX
$29.2B
$302K 0.04%
13,400
PL icon
62
Planet Labs
PL
$3.51B
$245K 0.03%
40,148
LPL icon
63
LG Display
LPL
$4.47B
$127K 0.02%
37,091
-17,197
SAN icon
64
Banco Santander
SAN
$159B
$109K 0.01%
13,082
F icon
65
Ford
F
$52.9B
$109K 0.01%
10,000
NVNO icon
66
enVVeno Medical
NVNO
$8.49M
$99.8K 0.01%
25,000
INMB icon
67
INmune Bio
INMB
$38M
$85.5K 0.01%
37,000
+400
ATHA icon
68
Athira Pharma
ATHA
$18.5M
$38.4K 0.01%
12,731
GWH icon
69
ESS Tech
GWH
$54.1M
$28.2K ﹤0.01%
21,184
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