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
$731M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$5.06M
3
+$4.19M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Top Sells

1
+$25.9M
2
+$4.02M
3
+$3.3M
4
BILL icon
BILL Holdings
BILL
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$1.69M

Sector Composition

1 Technology 46.57%
2 Consumer Discretionary 4.59%
3 Financials 2.49%
4 Communication Services 1.85%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.7K 0.01%
127,309
-20,000
77
$52.1K 0.01%
11,761
78
$48.2K 0.01%
17,727
79
$39.2K 0.01%
20,005
-12,495
80
$37.6K 0.01%
+11,000
81
– –
-20,345
82
– –
-15,275
83
– –
-114,630
84
– –
-24,075
85
– –
-10,890
86
– –
-17,066
87
– –
-46,218
88
– –
-10,600
89
– –
-150,000
90
– –
-28,254
91
– –
-44,000
92
– –
-11,500
93
– –
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94
– –
-10,684
95
– –
-20,000
96
– –
-16,060
1 2 3
4