LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.39M
3
+$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1
+$2.21M
2
+$1.85M
3
+$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.03%
+14,052
102
$227K 0.03%
4,161
+397
103
$226K 0.03%
4,330
-36
104
$226K 0.03%
+8,130
105
$222K 0.03%
6,800
106
$221K 0.03%
11,475
107
$220K 0.03%
7,702
-396
108
$216K 0.03%
+2,827
109
$216K 0.03%
2,868
110
$215K 0.03%
+1,015
111
$210K 0.03%
5,143
-1,131
112
$201K 0.03%
+4,010
113
$201K 0.03%
+7,353
114
$200K 0.03%
1,049
115
$127K 0.02%
10,060
116
$78.9K 0.01%
20,074
117
$38.8K ﹤0.01%
10,000
118
$29.9K ﹤0.01%
+61,327
119
$1.28K ﹤0.01%
95
120
– –
-1,839
121
– –
-5,000
122
– –
-3,319
123
– –
-17,339
124
– –
-4,834
125
– –
-1,130
2 3 4
5
6