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
$790M
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.1M
3
+$21.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.36M

Top Sells

1
+$69.4M
2
+$28.8M
3
+$24.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.8M
5
XOM icon
Exxon Mobil
XOM
+$7.93M

Sector Composition

1 Technology 28.33%
2 Financials 4.06%
3 Consumer Discretionary 2.14%
4 Healthcare 1.63%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.03%
3,027
-32
102
$236K 0.03%
2,947
-2,300
103
$235K 0.03%
859
-1,059
104
$229K 0.03%
1,972
-171
105
$227K 0.03%
3,258
-126
106
$227K 0.03%
6,800
107
$226K 0.03%
5,315
+815
108
$224K 0.03%
4,630
-730
109
$224K 0.03%
1,457
-106
110
$222K 0.03%
2,054
-685
111
$220K 0.03%
1,369
-865
112
$217K 0.03%
5,338
+19
113
$215K 0.03%
1,177
+7
114
$215K 0.03%
+1,094
115
$214K 0.03%
1,972
-840
116
$207K 0.03%
1,625
-529
117
$173K 0.02%
15,584
-4,622
118
$60K 0.01%
96,427
119
$31K ﹤0.01%
10,000
120
$7K ﹤0.01%
95
121
– –
-1,065
122
– –
-582
123
– –
-45,990
124
– –
-2,945
125
– –
-835
3 4
5
6 7