LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.81B
1-Year Est. Return 27.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.36%
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
+$9.46M
2
+$1.93M
3
+$312K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$141K
5
GROV icon
Grove Collaborative
GROV
+$134K

Top Sells

1
+$11.2M
2
+$8.91M
3
+$7.15M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.84M

Sector Composition

1 Technology 52.84%
2 Consumer Discretionary 3.34%
3 Healthcare 2.04%
4 Financials 1.88%
5 Energy 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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80
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82
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83
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-33,700
84
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85
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-146,664
86
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-79,333
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4