LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$432K 0.11%
11,062
+372
227
$430K 0.11%
14,623
-4,483
228
$428K 0.11%
4,956
+369
229
$426K 0.11%
11,830
+2,678
230
$419K 0.11%
9,379
-708
231
$417K 0.11%
10,447
-1,317
232
$414K 0.11%
6,334
-406
233
$410K 0.11%
14,179
-904
234
$407K 0.1%
81,118
-41,364
235
$407K 0.1%
1,369
+22
236
$407K 0.1%
10,681
+1,721
237
$406K 0.1%
4,172
+494
238
$401K 0.1%
7,072
+800
239
$400K 0.1%
2,246
+160
240
$398K 0.1%
16,292
-25,421
241
$398K 0.1%
11,026
+332
242
$398K 0.1%
15,146
+5,647
243
$397K 0.1%
4,477
+92
244
$397K 0.1%
2,289
+325
245
$396K 0.1%
5,191
+1,220
246
$393K 0.1%
85,420
+1,449
247
$392K 0.1%
3,847
-29
248
$391K 0.1%
10,607
+605
249
$391K 0.1%
6,805
+263
250
$389K 0.1%
3,569
+437
8 9
10
11 12