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
$890M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$260M
2 +$121M
3 +$106M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$52.3M
5
Z icon
Zillow
Z
+$34.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$277K 0.03%
+1,408
127
$275K 0.03%
+5,414
128
$266K 0.03%
+1,495
129
$266K 0.03%
+1,303
130
$257K 0.03%
+723
131
$255K 0.03%
+5,840
132
$251K 0.03%
+1,652
133
$222K 0.02%
+1,839
134
$222K 0.02%
+1,896
135
$220K 0.02%
+847
136
$214K 0.02%
+1,033
137
$212K 0.02%
+5,000
138
$209K 0.02%
+417
139
$209K 0.02%
+1,300
140
$208K 0.02%
+4,900
141
$205K 0.02%
+12,800
142
$203K 0.02%
+2,190
143
$201K 0.02%
+1,970
144
$201K 0.02%
+3,430
145
$200K 0.02%
+1,720
146
$165K 0.02%
+16,948
147
$156K 0.02%
+17,691
148
$106K 0.01%
+67,946
149
$95K 0.01%
+26,574
150
$53K 0.01%
+10,000