LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
This Quarter Return
-14.45%
1 Year Return
+17.12%
3 Year Return
+71.4%
5 Year Return
–
10 Year Return
–
AUM
$790M
AUM Growth
+$790M
(-28%)
Cap. Flow
-$130M
Cap. Flow
% of AUM
-16.44%
Top 10 Holdings %
Top 10 Hldgs %
80.76%
Holding
202
New
7
Increased
23
Reduced
73
Closed
80
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$30.4M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$24.1M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$21.7M |
| 4 |
Vanguard Total Bond Market
BND
|
$21.4M |
| 5 |
Amazon
AMZN
|
$9.84M |
Top Sells
| 1 |
Microsoft
MSFT
|
$69.4M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$28.8M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$24.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$19.8M |
| 5 |
Exxon Mobil
XOM
|
$7.93M |
Sector Composition
| 1 | Technology | 28.33% |
| 2 | Financials | 4.06% |
| 3 | Consumer Discretionary | 2.14% |
| 4 | Healthcare | 1.63% |
| 5 | Communication Services | 1.25% |
