LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.61M
3
+$1.92M
4
ANIX icon
Anixa Biosciences
ANIX
+$734K
5
NVNO icon
enVVeno Medical
NVNO
+$125K

Top Sells

1
+$109M
2
+$17.4M
3
+$11.7M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
INTU icon
Intuit
INTU
+$7M

Sector Composition

1 Technology 47.5%
2 Consumer Discretionary 3.41%
3 Healthcare 3.38%
4 Communication Services 2.37%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49.9K 0.01%
1,410
77
$45.9K 0.01%
17,727
78
$44.4K 0.01%
+10,823
79
$41.6K 0.01%
11,761
80
$40.5K 0.01%
1,423
81
$33.1K ﹤0.01%
50,000
82
$26.1K ﹤0.01%
10,536
83
$24.1K ﹤0.01%
10,000
84
– –
-10,117
85
– –
-102,972
86
– –
-11,404
87
– –
-35,537
88
– –
-13,951
89
– –
-10,261
90
– –
-21,533
91
– –
-11,200
92
– –
-17,223
93
– –
-24,064
1 2 3
4