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
$704M
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$6.66M
3
+$5.75M
4
BND icon
Vanguard Total Bond Market
BND
+$4.38M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.03M

Top Sells

1
+$1.58M
2
+$1.28M
3
+$788K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$551K
5
IAU icon
iShares Gold Trust
IAU
+$542K

Sector Composition

1 Technology 29.17%
2 Consumer Discretionary 1.91%
3 Healthcare 1.44%
4 Communication Services 1.26%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$197M 28.03%
822,991
+750,955
2
$129M 18.38%
676,813
+12,055
3
$102M 14.45%
2,029,320
-25,466
4
$48.3M 6.87%
1,240,274
-14,147
5
$31.4M 4.46%
297,404
+63,087
6
$16.9M 2.4%
1,197,495
+45,182
7
$16.8M 2.38%
79,584
-150
8
$15.1M 2.15%
68,594
+5,262
9
$11.6M 1.65%
276,630
+95,978
10
$10.3M 1.46%
156,907
+4,680
11
$9.5M 1.35%
183,595
+55,957
12
$9.38M 1.33%
380,594
-415
13
$8M 1.14%
95,251
+68,404
14
$7.86M 1.12%
109,436
+61,032
15
$6.14M 0.87%
16,771
-2,155
16
$5.69M 0.81%
68,993
+3,611
17
$5.11M 0.73%
158,752
-785
18
$4.71M 0.67%
12,255
+108
19
$3.47M 0.49%
70,017
+21,650
20
$3.4M 0.48%
26,193
+8,920
21
$3.18M 0.45%
91,969
-15,662
22
$3.1M 0.44%
74,893
+2,419
23
$2.64M 0.38%
27,252
+11,274
24
$2.55M 0.36%
81,671
25
$2.38M 0.34%
12,992
+6,295
1
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