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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.05%
2,397
-15
102
$509K 0.05%
+2,443
103
$505K 0.05%
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-391
104
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2,234
+33
105
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1,167
+37
106
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3,002
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107
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8,523
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108
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6,980
109
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13,997
110
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1,991
111
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6,040
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112
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1,246
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114
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7,000
115
$435K 0.04%
9,636
116
$434K 0.04%
2,026
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117
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118
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780
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120
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1,767
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121
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3,006
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122
$388K 0.04%
2,945
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123
$384K 0.04%
+14,610
124
$370K 0.03%
+139,908
125
$367K 0.03%
9,813
-201
3 4
5
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