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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.03%
1,503
+190
152
$275K 0.03%
1,563
-34
153
$271K 0.02%
5,804
+688
154
$269K 0.02%
986
+102
155
$265K 0.02%
582
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156
$264K 0.02%
3,333
-108
157
$260K 0.02%
5,319
+12
158
$257K 0.02%
+2,478
159
$254K 0.02%
1,674
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160
$252K 0.02%
+7,828
161
$251K 0.02%
5,124
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162
$250K 0.02%
4,500
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163
$246K 0.02%
946
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164
$246K 0.02%
2,007
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165
$244K 0.02%
1,170
-111
166
$244K 0.02%
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167
$239K 0.02%
12,800
168
$233K 0.02%
+1,102
169
$233K 0.02%
+6,800
170
$230K 0.02%
1,427
+214
171
$228K 0.02%
5,000
172
$227K 0.02%
1,170
-207
173
$225K 0.02%
577
-25
174
$222K 0.02%
1,200
175
$212K 0.02%
+1,976
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7
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