LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.81B
1-Year Est. Return 27.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.36%
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
+$5.08M
2
+$4.74M
3
+$1.48M
4
ABNB icon
Airbnb
ABNB
+$1.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Top Sells

1
+$7.35M
2
+$2.6M
3
+$2.38M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$345K

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
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130
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131
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132
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2,309
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133
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134
$356K 0.03%
3,225
135
$354K 0.03%
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136
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137
$346K 0.03%
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138
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139
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140
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6,002
141
$325K 0.03%
5,131
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142
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143
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144
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145
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146
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147
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1,281
148
$311K 0.03%
2,592
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149
$293K 0.03%
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150
$289K 0.03%
8,850
4 5
6
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