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
$790M
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.1M
3
+$21.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.4M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.36M

Top Sells

1
+$69.4M
2
+$28.8M
3
+$24.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.8M
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,342
177
– –
-780
178
– –
-986
179
– –
-1,767
180
– –
-3,195
181
– –
-3,002
182
– –
-1,991
183
– –
-3,125
184
– –
-15,768
185
– –
-1,200
186
– –
-529,103
187
– –
-3,360
188
– –
-23,560
189
– –
-2,478
190
– –
-1,503
191
– –
-577
192
– –
-15,287
193
– –
-1,826
194
– –
-1,246
4 5 6 7
8