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

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

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%
+10,637
104
$523K 0.05%
3,049
+47
105
$517K 0.05%
+1,130
106
$514K 0.05%
6,980
107
$510K 0.05%
13,997
108
$507K 0.05%
1,991
+997
109
$484K 0.05%
1,364
110
$475K 0.04%
947
+188
111
$473K 0.04%
2,183
+154
112
$470K 0.04%
3,630
-147
113
$466K 0.04%
5,465
114
$466K 0.04%
2,551
+526
115
$464K 0.04%
1,121
+146
116
$435K 0.04%
2,031
+222
117
$433K 0.04%
2,918
+300
118
$431K 0.04%
11,000
119
$431K 0.04%
9,065
+2,250
120
$431K 0.04%
2,291
+182
121
$409K 0.04%
9,636
122
$408K 0.04%
6,919
-472
123
$398K 0.04%
2,984
-137
124
$386K 0.04%
4,158
125
$384K 0.04%
2,734
+423
3 4
5
6 7