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
$846M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$24.7M
3
+$15.2M
4
XOM icon
Exxon Mobil
XOM
+$13.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.1M

Top Sells

1
+$107M
2
+$33.2M
3
+$23.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$16.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.1M

Sector Composition

1 Technology 50.12%
2 Communication Services 5.01%
3 Consumer Discretionary 3.1%
4 Healthcare 3.01%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$111K 0.01%
+24,578
77
$109K 0.01%
+21,533
78
$84.3K 0.01%
100,000
79
$79.7K 0.01%
13,429
80
$78.3K 0.01%
+1,432
81
$74.1K 0.01%
+12,250
82
$59.9K 0.01%
+1,423
83
$58.4K 0.01%
+1,410
84
$51.4K 0.01%
+10,000
85
$49.6K 0.01%
20,074
86
$42.4K 0.01%
+17,727
87
$40.2K ﹤0.01%
+11,761
88
$37.8K ﹤0.01%
50,000
89
$31.1K ﹤0.01%
+10,536
90
$19.7K ﹤0.01%
10,000
91
– –
-7,421
92
– –
-1,664
93
– –
-16,510
94
– –
-10,321
95
– –
-7,000
96
– –
-4,070
97
– –
-1,579
98
– –
-2,538
99
– –
-7,796
100
– –
-4,266
2 3
4
5 6