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
$908M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.19M
3
+$681K
4
PHYS icon
Sprott Physical Gold
PHYS
+$471K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$431K

Top Sells

1
+$1.42M
2
+$687K
3
+$614K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$516K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Sector Composition

1 Technology 32.46%
2 Communication Services 6.51%
3 Consumer Discretionary 2.78%
4 Real Estate 1.78%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.03%
746
+23
127
$265K 0.03%
1,303
128
$263K 0.03%
5,840
129
$247K 0.03%
6,737
-826
130
$240K 0.03%
4,107
+677
131
$239K 0.03%
1,495
132
$231K 0.03%
889
+42
133
$225K 0.02%
+1,654
134
$224K 0.02%
450
+33
135
$223K 0.02%
1,466
-186
136
$222K 0.02%
1,839
137
$222K 0.02%
1,896
138
$213K 0.02%
1,033
139
$211K 0.02%
5,000
140
$209K 0.02%
2,600
141
$207K 0.02%
12,800
142
$207K 0.02%
4,900
143
$204K 0.02%
2,200
+10
144
$200K 0.02%
1,720
145
$200K 0.02%
1,970
146
$165K 0.02%
16,948
147
$155K 0.02%
17,691
148
$105K 0.01%
67,946
149
$95K 0.01%
26,574
150
$49K 0.01%
10,000
3 4 5
6
7