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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$738K 0.08%
+16,229
77
$737K 0.08%
3,844
+129
78
$731K 0.07%
2,492
79
$730K 0.07%
3,321
-903
80
$717K 0.07%
16,901
+1,795
81
$717K 0.07%
15,460
-2,287
82
$716K 0.07%
13,449
+762
83
$713K 0.07%
2,103
+421
84
$700K 0.07%
3,205
85
$646K 0.07%
10,066
+3,512
86
$617K 0.06%
13,281
+720
87
$608K 0.06%
1,853
+308
88
$589K 0.06%
10,876
-366
89
$575K 0.06%
10,957
+538
90
$524K 0.05%
6,686
+252
91
$522K 0.05%
915
+60
92
$520K 0.05%
6,577
-2,649
93
$518K 0.05%
6,980
-241
94
$506K 0.05%
13,997
95
$496K 0.05%
4,600
+334
96
$493K 0.05%
8,332
-144
97
$491K 0.05%
23,700
+4,340
98
$489K 0.05%
3,372
+257
99
$470K 0.05%
1,364
+14
100
$461K 0.05%
3,002
2 3
4
5 6