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
$790M
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.1M
3
+$21.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.36M

Top Sells

1
+$69.4M
2
+$28.8M
3
+$24.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.8M
5
XOM icon
Exxon Mobil
XOM
+$7.93M

Sector Composition

1 Technology 28.33%
2 Financials 4.06%
3 Consumer Discretionary 2.14%
4 Healthcare 1.63%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.05%
2,794
-1,751
77
$356K 0.05%
134,000
-5,908
78
$345K 0.04%
10,435
-181,523
79
$344K 0.04%
4,443
-2,815
80
$341K 0.04%
6,230
-58,602
81
$334K 0.04%
10,737
-5,835
82
$331K 0.04%
8,270
-14,273
83
$330K 0.04%
8,154
-4,662
84
$321K 0.04%
6,135
-466
85
$316K 0.04%
5,069
+73
86
$307K 0.04%
+6,545
87
$301K 0.04%
14,366
-370
88
$300K 0.04%
14,589
89
$300K 0.04%
14,356
-23,309
90
$296K 0.04%
2,895
-859
91
$295K 0.04%
849
-17,463
92
$291K 0.04%
1,595
-431
93
$281K 0.04%
1,635
-808
94
$281K 0.04%
5,547
+1,482
95
$265K 0.03%
1,578
96
$264K 0.03%
2,756
-237
97
$257K 0.03%
+5,510
98
$257K 0.03%
5,536
-141
99
$244K 0.03%
5,124
100
$242K 0.03%
1,743
+111
2 3
4
5 6