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
$777M
AUM Growth
-$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$1.29M
3
+$802K
4
DHR icon
Danaher
DHR
+$693K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$623K

Top Sells

1
+$10.7M
2
+$7.67M
3
+$6.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.31M
5
PHYS icon
Sprott Physical Gold
PHYS
+$3.46M

Sector Composition

1 Technology 32.38%
2 Consumer Discretionary 2.47%
3 Communication Services 2.01%
4 Healthcare 1.48%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.05%
1,664
-100
77
$398K 0.05%
9,160
+1,030
78
$390K 0.05%
14,336
79
$390K 0.05%
6,780
80
$384K 0.05%
+5,589
81
$382K 0.05%
8,216
+18
82
$361K 0.05%
178,709
+31,400
83
$341K 0.04%
9,601
-1,000
84
$338K 0.04%
4,070
-450
85
$336K 0.04%
1,984
86
$335K 0.04%
4,795
87
$326K 0.04%
1,932
-82
88
$310K 0.04%
10,096
89
$308K 0.04%
1,481
-85
90
$303K 0.04%
1,010
-5
91
$280K 0.04%
+106,000
92
$278K 0.04%
705
-101
93
$271K 0.03%
1,170
94
$268K 0.03%
1,926
95
$267K 0.03%
2,786
96
$256K 0.03%
1,495
-83
97
$256K 0.03%
2,652
98
$255K 0.03%
14,052
99
$250K 0.03%
2,827
100
$240K 0.03%
1,410
1 2 3
4
5