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
$958M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.39M
3
+$2.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.82M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.11M

Top Sells

1
+$13M
2
+$12.3M
3
+$11.1M
4
ZG icon
Zillow
ZG
+$7.77M
5
RDFN
Redfin
RDFN
+$4.4M

Sector Composition

1 Technology 35.4%
2 Communication Services 3.56%
3 Consumer Discretionary 2.73%
4 Healthcare 1.22%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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9,477
-7,806
102
$397K 0.04%
1,754
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106
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107
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113
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114
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115
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116
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119
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124
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2,114
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125
$261K 0.03%
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3 4
5
6 7