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
$1.07B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.69M
3
+$1.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
ABNB icon
Airbnb
ABNB
+$1.22M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$2.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$354K

Sector Composition

1 Technology 37.42%
2 Consumer Discretionary 2.82%
3 Communication Services 2.01%
4 Industrials 1.42%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$371M 34.73%
1,103,758
-22,666
2
$163M 15.26%
675,705
+3,052
3
$128M 11.95%
2,085,025
+76,578
4
$53.3M 4.98%
201,431
+981
5
$34.7M 3.25%
702,396
+100,733
6
$21.7M 2.03%
78,104
-280
7
$17.4M 1.63%
104,420
+660
8
$17.3M 1.62%
1,207,089
+12,086
9
$13.2M 1.24%
168,105
+3,035
10
$10.5M 0.98%
59,050
+470
11
$10.3M 0.96%
67,448
+125
12
$10.1M 0.94%
158,033
+306
13
$8.32M 0.78%
19,069
-5,644
14
$7.91M 0.74%
192,137
-387
15
$7.86M 0.73%
67,726
+7,169
16
$7.43M 0.7%
87,701
17
$7.06M 0.66%
339,982
+17,928
18
$6.13M 0.57%
100,154
-809
19
$5.75M 0.54%
12,059
+2,732
20
$5.48M 0.51%
19,845
-29
21
$5.08M 0.48%
81,671
22
$4.83M 0.45%
94,701
-508
23
$4.78M 0.45%
15,654
-146
24
$4.74M 0.44%
40,546
+143
25
$4.64M 0.43%
97,150
1
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