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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.04%
665
+163
127
$376K 0.04%
10,014
128
$374K 0.04%
5,630
+100
129
$374K 0.04%
1,597
-25
130
$366K 0.03%
17,666
131
$365K 0.03%
5,516
-33
132
$363K 0.03%
2,309
+163
133
$360K 0.03%
14,678
134
$356K 0.03%
3,225
135
$354K 0.03%
977
136
$353K 0.03%
6,555
137
$346K 0.03%
1,188
-21
138
$342K 0.03%
3,924
-328
139
$338K 0.03%
3,195
-220
140
$337K 0.03%
6,002
141
$325K 0.03%
5,131
-896
142
$323K 0.03%
1,714
+50
143
$322K 0.03%
2,000
144
$321K 0.03%
+1,080
145
$318K 0.03%
6,090
146
$317K 0.03%
885
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147
$316K 0.03%
1,281
148
$311K 0.03%
2,592
+715
149
$293K 0.03%
+1,201
150
$289K 0.03%
8,850
4 5
6
7 8