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
$704M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$6.66M
3
+$5.75M
4
BND icon
Vanguard Total Bond Market
BND
+$4.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.03M

Top Sells

1
+$1.58M
2
+$1.28M
3
+$788K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$551K
5
IAU icon
iShares Gold Trust
IAU
+$542K

Sector Composition

1 Technology 29.17%
2 Consumer Discretionary 1.91%
3 Healthcare 1.44%
4 Communication Services 1.26%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.05%
+2,785
77
$324K 0.05%
1,591
78
$322K 0.05%
+4,807
79
$321K 0.05%
+6,274
80
$321K 0.05%
+14,336
81
$315K 0.04%
+3,858
82
$313K 0.04%
10,096
+2,400
83
$297K 0.04%
+70,000
84
$293K 0.04%
835
+1
85
$285K 0.04%
1,635
86
$280K 0.04%
+10,601
87
$274K 0.04%
+1,576
88
$269K 0.04%
13,429
89
$268K 0.04%
+8,098
90
$268K 0.04%
1,578
91
$259K 0.04%
+1,170
92
$257K 0.04%
5,124
93
$255K 0.04%
+2,652
94
$253K 0.04%
+4,520
95
$252K 0.04%
+3,501
96
$250K 0.04%
+1,926
97
$248K 0.04%
+2,456
98
$238K 0.03%
+5,000
99
$235K 0.03%
+1,592
100
$227K 0.03%
+2,081
1 2 3
4
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