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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$836K 0.08%
56,493
77
$818K 0.07%
3,672
-110
78
$812K 0.07%
5,009
+47
79
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3,192
-178
80
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15,768
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81
$764K 0.07%
43,995
82
$761K 0.07%
3,976
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83
$732K 0.07%
+74,226
84
$700K 0.06%
2,739
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85
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4,545
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16,572
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87
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3,193
88
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10,918
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$672K 0.06%
37,665
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90
$642K 0.06%
23,560
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91
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94
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12,283
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95
$603K 0.06%
8,262
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96
$600K 0.05%
+6,637
97
$599K 0.05%
1,359
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98
$574K 0.05%
1,918
-53
99
$565K 0.05%
958
-58
100
$550K 0.05%
7,127
+85
2 3
4
5 6