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
$801M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.39M
3
+$4.94M
4
BILL icon
BILL Holdings
BILL
+$3.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.08M

Top Sells

1
+$2.21M
2
+$1.85M
3
+$1.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 2.11%
3 Communication Services 1.83%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$235M 29.4%
816,577
-6,414
2
$138M 17.26%
677,133
+320
3
$107M 13.42%
2,010,014
-19,306
4
$55.1M 6.88%
1,362,671
+122,397
5
$29.8M 3.73%
276,925
-20,479
6
$21.1M 2.64%
467,958
+191,328
7
$18.2M 2.28%
1,178,398
-19,097
8
$17.8M 2.22%
78,939
-645
9
$15.9M 1.99%
67,521
-1,073
10
$12.3M 1.54%
172,317
+15,410
11
$10.2M 1.27%
183,927
+332
12
$9.88M 1.23%
95,685
+434
13
$9.11M 1.14%
98,918
+80,204
14
$8.76M 1.09%
369,064
-11,530
15
$6.77M 0.85%
152,325
-6,427
16
$6.62M 0.83%
89,634
-19,802
17
$5.83M 0.73%
70,241
+1,248
18
$5.76M 0.72%
16,771
19
$5.54M 0.69%
29,225
+16,233
20
$4.99M 0.62%
12,148
-107
21
$4.32M 0.54%
26,194
+1
22
$3.75M 0.47%
+46,218
23
$3.57M 0.45%
81,671
24
$3.43M 0.43%
67,705
-2,312
25
$3.28M 0.41%
87,678
-4,291
1
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