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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.05%
2,029
+464
102
$446K 0.05%
1,246
-175
103
$432K 0.04%
2,161
+96
104
$432K 0.04%
1,664
+205
105
$428K 0.04%
14,678
106
$427K 0.04%
7,000
107
$427K 0.04%
3,777
+126
108
$415K 0.04%
+11,000
109
$414K 0.04%
3,121
110
$413K 0.04%
5,465
+270
111
$405K 0.04%
2,109
+279
112
$401K 0.04%
+14,683
113
$391K 0.04%
4,158
+91
114
$383K 0.04%
2,618
+179
115
$376K 0.04%
9,636
+159
116
$370K 0.04%
4,252
+666
117
$360K 0.04%
3,415
118
$356K 0.04%
3,225
119
$356K 0.04%
6,002
+370
120
$342K 0.04%
2,947
121
$338K 0.03%
1,622
+98
122
$336K 0.03%
8,850
123
$336K 0.03%
+6,555
124
$330K 0.03%
+977
125
$329K 0.03%
1,809
+78
3 4
5
6 7