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
$850M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.06M
3
+$497K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$468K
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$419K

Top Sells

1
+$13.5M
2
+$3.44M
3
+$1.49M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$779K

Sector Composition

1 Technology 33.14%
2 Consumer Discretionary 2.37%
3 Communication Services 1.89%
4 Healthcare 1.19%
5 Industrials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.05%
1,764
+72
77
$382K 0.05%
14,336
78
$367K 0.04%
1,984
79
$354K 0.04%
10,601
80
$352K 0.04%
4,795
81
$345K 0.04%
1,566
82
$344K 0.04%
8,130
83
$338K 0.04%
10,096
84
$329K 0.04%
806
85
$319K 0.04%
5,124
86
$317K 0.04%
2,014
-39
87
$308K 0.04%
2,786
+1
88
$296K 0.03%
3,994
89
$294K 0.03%
1,170
90
$291K 0.03%
1,015
91
$281K 0.03%
1,578
92
$280K 0.03%
1,590
-500
93
$275K 0.03%
1,579
94
$264K 0.03%
1,410
95
$263K 0.03%
14,052
96
$255K 0.03%
1,926
97
$248K 0.03%
2,827
98
$241K 0.03%
2,456
99
$240K 0.03%
2,652
100
$236K 0.03%
13,429
1 2 3
4
5