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
$622M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.75M
3
+$593K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$584K
5
IX icon
ORIX
IX
+$281K

Top Sells

1
+$18.9M
2
+$17M
3
+$5.83M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.08M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.84%
2 Consumer Discretionary 3.36%
3 Financials 2.96%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-16,701
80
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-12,525
81
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-23,754
82
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-21,654
83
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-11,000
1 2 3
4