LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.81B
1-Year Est. Return 27.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.36%
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
+$5.08M
2
+$4.74M
3
+$1.48M
4
ABNB icon
Airbnb
ABNB
+$1.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Top Sells

1
+$7.35M
2
+$2.6M
3
+$2.38M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$345K

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
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5,307
+21
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155
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156
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157
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5,574
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158
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161
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163
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164
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165
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166
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171
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172
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173
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1,645
174
$225K 0.02%
6,678
-645
175
$225K 0.02%
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4 5 6
7
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