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
$978M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.89M
3
+$3.01M
4
ALK icon
Alaska Air
ALK
+$2.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.03M

Top Sells

1
+$2.11M
2
+$1.42M
3
+$870K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$358K

Sector Composition

1 Technology 35.83%
2 Communication Services 2.79%
3 Consumer Discretionary 2.65%
4 Industrials 1.4%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.03%
1,281
+111
152
$261K 0.03%
2,025
+548
153
$259K 0.03%
1,754
154
$258K 0.03%
1,320
+193
155
$250K 0.03%
17,666
-99
156
$249K 0.03%
5,286
-5
157
$237K 0.02%
5,309
158
$236K 0.02%
12,800
159
$235K 0.02%
994
-30
160
$233K 0.02%
5,124
161
$231K 0.02%
1,754
+38
162
$229K 0.02%
+693
163
$223K 0.02%
+643
164
$216K 0.02%
4,253
+1,076
165
$215K 0.02%
1,200
-100
166
$213K 0.02%
+3,706
167
$213K 0.02%
1,645
168
$209K 0.02%
+1,877
169
$208K 0.02%
3,064
+142
170
$208K 0.02%
+1,343
171
$206K 0.02%
16,643
+306
172
$204K 0.02%
1,370
173
$202K 0.02%
+4,811
174
$200K 0.02%
1,970
175
$170K 0.02%
+16,000
4 5 6
7
8