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
$890M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$121M
3
+$106M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$52.3M
5
Z icon
Zillow
Z
+$34.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$260M 29.24%
+1,170,352
2
$121M 13.56%
+620,126
3
$106M 11.91%
+1,815,979
4
$52.3M 5.87%
+246,699
5
$34.3M 3.85%
+264,128
6
$33.8M 3.8%
+675,106
7
$19.7M 2.22%
+145,115
8
$18.1M 2.03%
+80,953
9
$17.1M 1.93%
+77,112
10
$16.9M 1.9%
+1,121,265
11
$16.7M 1.87%
+102,340
12
$13.2M 1.49%
+181,405
13
$9.57M 1.07%
+139,410
14
$9.3M 1.05%
+27,074
15
$8.37M 0.94%
+94,935
16
$7.45M 0.84%
+56,147
17
$6.69M 0.75%
+141,619
18
$6.59M 0.74%
+196,657
19
$5.66M 0.64%
+47,924
20
$5.46M 0.61%
+132,562
21
$4.83M 0.54%
+56,833
22
$4.7M 0.53%
+43,910
23
$4.65M 0.52%
+97,150
24
$4.42M 0.5%
+301,025
25
$4.05M 0.45%
+46,345
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