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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.03%
1,377
-53
152
$282K 0.03%
3,286
+38
153
$274K 0.03%
5,307
+21
154
$273K 0.03%
1,672
155
$263K 0.02%
1,313
-7
156
$262K 0.02%
12,800
157
$258K 0.02%
5,574
+450
158
$257K 0.02%
5,116
-600
159
$255K 0.02%
1,495
-280
160
$253K 0.02%
+5,000
161
$251K 0.02%
4,837
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162
$245K 0.02%
+2,814
163
$245K 0.02%
+2,381
164
$245K 0.02%
1,200
165
$243K 0.02%
1,343
166
$241K 0.02%
671
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167
$241K 0.02%
1,685
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168
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169
$239K 0.02%
1,378
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170
$232K 0.02%
1,754
171
$232K 0.02%
+659
172
$229K 0.02%
2,216
-136
173
$228K 0.02%
1,645
174
$225K 0.02%
2,794
-270
175
$225K 0.02%
+602
4 5 6
7
8