LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$260M
2 +$121M
3 +$106M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$52.3M
5
Z icon
Zillow
Z
+$34.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$50K 0.01%
+10,000
152
$0 ﹤0.01%
+20,000