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
$958M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.39M
3
+$2.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.82M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.11M

Top Sells

1
+$13M
2
+$12.3M
3
+$11.1M
4
ZG icon
Zillow
ZG
+$7.77M
5
RDFN
Redfin
RDFN
+$4.4M

Sector Composition

1 Technology 35.4%
2 Communication Services 3.56%
3 Consumer Discretionary 2.73%
4 Healthcare 1.22%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.03%
1,189
-144
127
$259K 0.03%
3,037
-1,003
128
$257K 0.03%
873
-313
129
$251K 0.03%
1,876
+222
130
$250K 0.03%
5,124
+224
131
$250K 0.03%
+3,177
132
$249K 0.03%
+5,291
133
$247K 0.03%
1,495
134
$244K 0.03%
4,293
-1,411
135
$243K 0.03%
1,024
-9
136
$241K 0.03%
602
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137
$239K 0.02%
1,716
-4
138
$233K 0.02%
12,800
139
$232K 0.02%
1,300
140
$231K 0.02%
1,996
-1,587
141
$231K 0.02%
5,903
-834
142
$230K 0.02%
4,840
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143
$229K 0.02%
392
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144
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+2,922
145
$222K 0.02%
16,337
-611
146
$218K 0.02%
+1,645
147
$214K 0.02%
+1,127
148
$213K 0.02%
+1,500
149
$211K 0.02%
1,477
+11
150
$207K 0.02%
4,562
-1,800
3 4 5
6
7