LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$846M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$23.6M
3
+$14.6M
4
XOM icon
Exxon Mobil
XOM
+$13.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.5M

Top Sells

1
+$99.6M
2
+$31.4M
3
+$22.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$16.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$13.6M

Sector Composition

1 Technology 50.04%
2 Communication Services 5.01%
3 Consumer Discretionary 3.1%
4 Healthcare 3.01%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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