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
$958M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.39M
3
+$2.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.82M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.11M

Top Sells

1
+$13M
2
+$12.3M
3
+$11.1M
4
ZG icon
Zillow
ZG
+$7.77M
5
RDFN
Redfin
RDFN
+$4.4M

Sector Composition

1 Technology 35.4%
2 Communication Services 3.56%
3 Consumer Discretionary 2.73%
4 Healthcare 1.22%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.02%
+1,370
152
$200K 0.02%
1,970
153
$158K 0.02%
67,946
154
$111K 0.01%
25,341
-1,233
155
$102K 0.01%
+10,000
156
$61K 0.01%
10,000
157
$41K ﹤0.01%
10,000
158
$33K ﹤0.01%
95
159
– –
-889
160
– –
-27,325
161
– –
-5,000
162
– –
-746
163
– –
-6,744
164
– –
-15,079
165
– –
-4,107
166
– –
-10,437
167
– –
-8,000
168
– –
-2,200
169
$0 ﹤0.01%
20,000
3 4 5 6
7