LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.81M
3
+$1.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$690K

Top Sells

1
+$177M
2
+$29.5M
3
+$24.9M
4
BND icon
Vanguard Total Bond Market
BND
+$22.8M
5
AMZN icon
Amazon
AMZN
+$8.03M

Sector Composition

1 Technology 4.56%
2 Healthcare 2.2%
3 Communication Services 1.77%
4 Consumer Discretionary 1.64%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,737
77
– –
-5,315
78
– –
-14,366
79
– –
-1,852
80
– –
-6,980
81
– –
-10,116
82
– –
-1,457
83
– –
-3,027
84
– –
-15,584
85
– –
-43,995
86
– –
-11,012
87
– –
-22,185
88
– –
-859
89
– –
-11,985
90
– –
-1,177
91
– –
-9,995
92
– –
-10,780
93
– –
-1,350
94
– –
-2,993
95
– –
-5,069
96
– –
-1,369
97
– –
-4,443
98
– –
-2,895
99
– –
-3,258
100
– –
-6,230
1 2 3
4
5