LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.19M
3
+$681K
4
PHYS icon
Sprott Physical Gold
PHYS
+$471K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$431K

Top Sells

1
+$1.42M
2
+$687K
3
+$614K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$516K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Sector Composition

1 Technology 32.46%
2 Communication Services 6.51%
3 Consumer Discretionary 2.78%
4 Real Estate 1.78%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$409K 0.05%
879
-3
102
$406K 0.04%
+3,356
103
$398K 0.04%
2,000
104
$395K 0.04%
1,741
105
$392K 0.04%
3,583
106
$390K 0.04%
1,109
+66
107
$370K 0.04%
6,888
-209
108
$366K 0.04%
8,022
+1,045
109
$337K 0.04%
4,194
110
$337K 0.04%
3,716
+147
111
$328K 0.04%
1,403
+5
112
$325K 0.04%
14,678
113
$320K 0.04%
5,486
-21
114
$311K 0.03%
10,311
115
$309K 0.03%
1,186
116
$299K 0.03%
5,704
+43
117
$290K 0.03%
1,728
-5
118
$289K 0.03%
4,040
+19
119
$288K 0.03%
5,314
-100
120
$285K 0.03%
6,134
121
$283K 0.03%
1,333
-249
122
$282K 0.03%
4,371
123
$281K 0.03%
8,000
124
$278K 0.03%
6,362
125
$277K 0.03%
1,408
3 4
5
6 7