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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.08%
2,783
+291
77
$781K 0.07%
3,884
+563
78
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3,782
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79
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80
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22,889
81
$740K 0.07%
2,201
+98
82
$722K 0.07%
15,060
-400
83
$721K 0.07%
3,193
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84
$707K 0.07%
7,582
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85
$706K 0.07%
38,000
-2,986
86
$691K 0.06%
13,435
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87
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4,145
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88
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89
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8,274
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22,340
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94
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13,296
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95
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1,541
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96
$608K 0.06%
12,830
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97
$600K 0.06%
7,000
98
$600K 0.06%
7,042
+465
99
$594K 0.06%
2,412
+251
100
$587K 0.05%
10,925
+49
2 3
4
5 6