LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$5.06M
3
+$4.19M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Top Sells

1
+$25.9M
2
+$4.02M
3
+$3.3M
4
BILL icon
BILL Holdings
BILL
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$1.69M

Sector Composition

1 Technology 46.57%
2 Consumer Discretionary 4.59%
3 Financials 2.49%
4 Communication Services 1.85%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$287M 39.28%
681,515
-61,455
2
$77.3M 10.57%
1,346,072
+27,612
3
$64.2M 8.77%
221,356
+31,396
4
$27.5M 3.76%
624,414
+9,919
5
$25.7M 3.51%
102,640
-141
6
$21.4M 2.93%
97,706
+11,800
7
$17M 2.32%
355,183
-982
8
$16.7M 2.28%
164,492
9
$11.2M 1.53%
34,816
-4,061
10
$11.1M 1.52%
82,601
-12,598
11
$10.5M 1.43%
4,851,391
-32,860
12
$9.33M 1.28%
463,300
+852
13
$9.18M 1.26%
86,170
+20,750
14
$8.68M 1.19%
39,500
15
$8.68M 1.19%
114,828
-10,400
16
$8.22M 1.12%
69,980
-2,525
17
$7.65M 1.05%
106,388
+58,331
18
$7.45M 1.02%
65,850
19
$6.77M 0.93%
114,891
+20,891
20
$6.3M 0.86%
11,000
21
$5.88M 0.8%
10,000
22
$5.73M 0.78%
23,890
23
$5.59M 0.76%
33,365
24
$5.06M 0.69%
+12,525
25
$4.94M 0.68%
45,904
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