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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.03%
6,027
+886
127
$326K 0.03%
1,209
-44
128
$325K 0.03%
2,452
+576
129
$322K 0.03%
5,549
+150
130
$319K 0.03%
5,716
+1,423
131
$317K 0.03%
7,391
+1,488
132
$316K 0.03%
+4,800
133
$312K 0.03%
6,815
+2,253
134
$311K 0.03%
975
+102
135
$311K 0.03%
+5,772
136
$305K 0.03%
+8,872
137
$303K 0.03%
1,430
+241
138
$297K 0.03%
10,014
+294
139
$296K 0.03%
759
+157
140
$294K 0.03%
2,352
+238
141
$292K 0.03%
2,000
142
$291K 0.03%
1,775
+280
143
$289K 0.03%
502
+110
144
$280K 0.03%
1,672
-160
145
$279K 0.03%
3,248
+211
146
$276K 0.03%
2,146
+646
147
$274K 0.03%
+1,837
148
$272K 0.03%
2,311
+315
149
$268K 0.03%
5,530
+690
150
$264K 0.03%
+6,090
4 5
6
7 8