LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
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
+$2.54M
2
+$1.75M
3
+$588K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$587K
5
IX icon
ORIX
IX
+$280K

Top Sells

1
+$17.9M
2
+$17.2M
3
+$5.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.93%
2 Consumer Discretionary 3.36%
3 Financials 2.86%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-56,150
77
– –
-14,052
78
– –
-16,701
79
– –
-12,525
80
– –
-23,754
81
– –
-21,654
82
– –
-11,000
83
– –
-10,664
1 2 3
4