LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.39M
3
+$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1
+$2.21M
2
+$1.85M
3
+$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.04%
10,601
77
$342K 0.04%
2,785
78
$336K 0.04%
4,795
-12
79
$335K 0.04%
2,053
80
$330K 0.04%
1,566
-25
81
$322K 0.04%
+2,090
82
$310K 0.04%
14,336
83
$308K 0.04%
3,994
84
$306K 0.04%
1,576
85
$305K 0.04%
1,635
86
$304K 0.04%
10,096
87
$303K 0.04%
13,429
88
$303K 0.04%
806
-29
89
$290K 0.04%
4,520
90
$289K 0.04%
1,578
91
$286K 0.04%
1,170
92
$282K 0.04%
2,081
93
$278K 0.03%
5,124
94
$276K 0.03%
1,926
95
$264K 0.03%
2,498
-5,193
96
$260K 0.03%
1,579
-13
97
$243K 0.03%
3,501
98
$241K 0.03%
2,456
99
$234K 0.03%
1,410
100
$231K 0.03%
2,652
2 3
4
5 6