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
$440M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.81M
3
+$1.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$690K

Top Sells

1
+$177M
2
+$29.5M
3
+$24.9M
4
BND icon
Vanguard Total Bond Market
BND
+$22.8M
5
AMZN icon
Amazon
AMZN
+$8.03M

Sector Composition

1 Technology 4.56%
2 Healthcare 2.2%
3 Communication Services 1.77%
4 Consumer Discretionary 1.64%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 27.13%
664,758
+5,406
2
$91.2M 20.73%
2,054,786
+97,236
3
$45.8M 10.41%
1,254,421
-80,462
4
$24M 5.47%
234,317
-21,604
5
$16.8M 3.82%
72,036
-758,273
6
$15.7M 3.58%
79,734
7
$14.7M 3.35%
1,152,313
-108,635
8
$13.1M 2.98%
63,332
-1,321
9
$9.11M 2.07%
381,009
+5,335
10
$8.53M 1.94%
152,227
+3,472
11
$6.57M 1.49%
180,652
+77,155
12
$6.12M 1.39%
18,926
-643
13
$5.84M 1.33%
127,638
-23,862
14
$5.24M 1.19%
65,382
+1,255
15
$4.56M 1.04%
159,537
+253
16
$4.36M 0.99%
12,147
17
$3.45M 0.79%
48,404
-319,067
18
$3.39M 0.77%
107,631
+42,966
19
$3.03M 0.69%
26,847
-71,098
20
$2.77M 0.63%
72,474
-2,801
21
$2.39M 0.54%
17,273
-22,192
22
$2.34M 0.53%
81,671
23
$2.33M 0.53%
48,367
+14,342
24
$2.3M 0.52%
55,461
-24,000
25
$1.6M 0.36%
231,068
-1,600
1
2 3 4 5