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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$1.93M
3
+$292K
4
GROV icon
Grove Collaborative
GROV
+$148K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$141K

Top Sells

1
+$12M
2
+$8.91M
3
+$7.15M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.84M

Sector Composition

1 Technology 52.89%
2 Consumer Discretionary 3.34%
3 Healthcare 2.04%
4 Financials 1.83%
5 Energy 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-64,825
77
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-29,850
78
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-1,423
79
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-11,458
80
– –
-24,578
81
– –
-229,490
82
– –
-84,317
83
– –
-33,700
84
– –
-25,552
85
– –
-146,664
86
– –
-79,333
1 2 3
4