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
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$7.39M
3 +$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1 +$2.21M
2 +$1.85M
3 +$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,000