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
176
$222K 0.02%
5,309
177
$222K 0.02%
+884
178
$218K 0.02%
8,214
-6,469
179
$215K 0.02%
+2,103
180
$213K 0.02%
+3,441
181
$210K 0.02%
+3,398
182
$208K 0.02%
1,755
+1
183
$208K 0.02%
16,643
184
$205K 0.02%
+3,635
185
$204K 0.02%
+1,213
186
$201K 0.02%
4,811
187
$105K 0.01%
25,732
-964
188
$94K 0.01%
96,427
+28,481
189
$42K ﹤0.01%
10,000
190
$14K ﹤0.01%
95
191
– –
-16,000
192
– –
-3,706
193
– –
-8,872
194
– –
-4,800
195
– –
-1,970
196
– –
-27,064
197
– –
-4,253
4 5 6 7
8