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
$908M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.19M
3
+$681K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$577K
5
PHYS icon
Sprott Physical Gold
PHYS
+$471K

Top Sells

1
+$1.42M
2
+$687K
3
+$614K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$516K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Sector Composition

1 Technology 32.46%
2 Communication Services 6.51%
3 Consumer Discretionary 2.78%
4 Real Estate 1.78%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$261M 28.73%
1,171,836
+1,484
2
$129M 14.16%
623,428
+3,302
3
$113M 12.49%
1,870,644
+54,665
4
$52.4M 5.77%
246,363
-336
5
$34.2M 3.77%
264,174
+46
6
$33.5M 3.69%
647,612
-27,494
7
$19.1M 2.1%
145,115
8
$18.3M 2.02%
80,529
-424
9
$16.6M 1.82%
102,200
-140
10
$16M 1.76%
77,112
11
$15.5M 1.71%
1,156,366
+35,101
12
$13.2M 1.46%
177,862
-3,543
13
$9.57M 1.05%
139,410
14
$9.3M 1.02%
27,074
15
$8.1M 0.89%
95,099
+164
16
$7.48M 0.82%
56,520
+373
17
$6.61M 0.73%
196,657
18
$6.6M 0.73%
134,344
-7,275
19
$5.61M 0.62%
61,558
+4,725
20
$5.58M 0.61%
134,613
+2,051
21
$5.33M 0.59%
320,912
+19,887
22
$5.15M 0.57%
43,557
-4,367
23
$4.65M 0.51%
97,150
24
$4.62M 0.51%
43,139
-771
25
$4.05M 0.45%
46,395
+50
1
2 3 4 5