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
$738M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.61M
3
+$1.92M
4
ANIX icon
Anixa Biosciences
ANIX
+$734K
5
NVNO icon
enVVeno Medical
NVNO
+$125K

Top Sells

1
+$109M
2
+$17.4M
3
+$11.7M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
INTU icon
Intuit
INTU
+$7M

Sector Composition

1 Technology 47.57%
2 Consumer Discretionary 3.41%
3 Healthcare 3.38%
4 Communication Services 2.37%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$317M 42.97%
753,980
-258,038
2
$77.5M 10.49%
1,320,730
+61,545
3
$49.6M 6.72%
191,011
-800
4
$28.9M 3.92%
692,288
-65,527
5
$17.9M 2.43%
104,629
-698
6
$17.3M 2.35%
345,135
-29,549
7
$15.9M 2.16%
144,136
-1
8
$15.8M 2.15%
87,816
-3,880
9
$13.9M 1.88%
164,492
-2,200
10
$12.1M 1.64%
41,992
-7,213
11
$11.3M 1.53%
141,622
-11,405
12
$8.91M 1.21%
11,458
13
$8.23M 1.12%
475,811
-7,078
14
$7.54M 1.02%
39,500
15
$7.48M 1.01%
65,850
16
$7.15M 0.97%
146,664
17
$6.76M 0.92%
62,833
18
$6.38M 0.86%
126,183
-22,146
19
$5.84M 0.79%
25,552
20
$5.68M 0.77%
94,189
21
$5.41M 0.73%
33,365
22
$5.34M 0.72%
45,904
-90,886
23
$5.25M 0.71%
10,000
24
$5M 0.68%
27,441
-9,384
25
$4.79M 0.65%
23,890
1
2 3 4