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
$704M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$6.66M
3
+$5.75M
4
BND icon
Vanguard Total Bond Market
BND
+$4.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.03M

Top Sells

1
+$1.58M
2
+$1.28M
3
+$788K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$551K
5
IAU icon
iShares Gold Trust
IAU
+$542K

Sector Composition

1 Technology 29.17%
2 Consumer Discretionary 1.91%
3 Healthcare 1.44%
4 Communication Services 1.26%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.03%
+2,868
102
$225K 0.03%
+1,049
103
$224K 0.03%
3,319
104
$217K 0.03%
+6,800
105
$213K 0.03%
+4,834
106
$211K 0.03%
+11,475
107
$208K 0.03%
+4,366
108
$207K 0.03%
+3,764
109
$206K 0.03%
+1,410
110
$202K 0.03%
+1,839
111
$117K 0.02%
+10,060
112
$87.3K 0.01%
+20,074
113
$33.6K ﹤0.01%
+20,000
114
$32.4K ﹤0.01%
10,000
115
$1.94K ﹤0.01%
95
116
– –
-134,000
117
– –
-4,675
118
– –
-6,545
1 2 3 4
5