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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.74M
3
+$1.48M
4
ABNB icon
Airbnb
ABNB
+$1.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Top Sells

1
+$7.35M
2
+$2.6M
3
+$2.38M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$345K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$526K 0.05%
8,440
+108
102
$525K 0.05%
8,926
-1,140
103
$523K 0.05%
3,049
+47
104
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105
$517K 0.05%
+1,130
106
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6,980
107
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13,997
108
$507K 0.05%
1,991
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109
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1,364
110
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947
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111
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2,183
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112
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3,630
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113
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5,465
114
$466K 0.04%
2,551
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115
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1,121
+146
116
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2,031
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117
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118
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119
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9,065
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120
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2,291
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121
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9,636
122
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6,919
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123
$398K 0.04%
2,984
-137
124
$386K 0.04%
4,158
125
$384K 0.04%
2,734
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3 4
5
6 7