LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
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
$275K 0.03%
+5,414
127
$266K 0.03%
+1,495
128
$266K 0.03%
+1,303
129
$257K 0.03%
+723
130
$255K 0.03%
+5,840
131
$251K 0.03%
+1,652
132
$222K 0.02%
+1,839
133
$222K 0.02%
+1,896
134
$220K 0.02%
+847
135
$214K 0.02%
+1,033
136
$212K 0.02%
+5,000
137
$209K 0.02%
+417
138
$209K 0.02%
+2,600
139
$208K 0.02%
+4,900
140
$205K 0.02%
+12,800
141
$203K 0.02%
+2,190
142
$201K 0.02%
+1,970
143
$201K 0.02%
+3,430
144
$200K 0.02%
+1,720
145
$165K 0.02%
+16,948
146
$156K 0.02%
+17,691
147
$106K 0.01%
+67,946
148
$95K 0.01%
+26,574
149
$53K 0.01%
+10,000
150
$50K 0.01%
+10,000