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
$846M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$24.7M
3
+$15.2M
4
XOM icon
Exxon Mobil
XOM
+$13.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.1M

Top Sells

1
+$107M
2
+$33.2M
3
+$23.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$16.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.1M

Sector Composition

1 Technology 50.12%
2 Communication Services 5.01%
3 Consumer Discretionary 3.1%
4 Healthcare 3.01%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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