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
$764M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.4M
3
+$5.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.24M

Top Sells

1
+$8.57M
2
+$1.69M
3
+$1.4M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$620K
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$541K

Sector Composition

1 Technology 48.49%
2 Consumer Discretionary 3.33%
3 Communication Services 2.81%
4 Financials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$91K 0.01%
+20,000
77
$84K 0.01%
25,000
-8,000
78
$79.3K 0.01%
+32,500
79
$67.1K 0.01%
30,111
+10,037
80
$65.7K 0.01%
147,309
81
$57.8K 0.01%
+10,684
82
$55.3K 0.01%
17,727
83
$51.4K 0.01%
11,761
84
$38.1K 0.01%
28,254
-55,537
85
– –
-13,100
86
– –
-13,429
87
– –
-100,000
88
– –
-11,300
89
– –
-1,410
90
– –
-10,823
91
– –
-27,376
92
– –
-1,432
93
– –
-50,000
1 2 3
4