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

Top Buys

1 +$63.7M
2 +$15.8M
3 +$6.63M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.05M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.27M

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
201
-1,685
202
-885
203
-1,080
204
-10,637
205
-2,381
206
-3,635
207
-659
208
-2,592
209
-4,811
210
-2,756
211
-1,201
212
-2,814