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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$677K 0.12%
8,098
+553
227
$670K 0.11%
12,626
-1,200
228
$667K 0.11%
8,703
+246
229
$667K 0.11%
37,132
+2,040
230
$659K 0.11%
73,399
-1,097
231
$659K 0.11%
15,214
+4,192
232
$658K 0.11%
9,918
+1,028
233
$657K 0.11%
5,322
+448
234
$654K 0.11%
8,392
+44
235
$654K 0.11%
13,666
+857
236
$651K 0.11%
7,497
+4
237
$649K 0.11%
29,860
+5,324
238
$642K 0.11%
43,953
-1,952
239
$641K 0.11%
22,748
+166
240
$641K 0.11%
6,916
-180
241
$640K 0.11%
18,323
-1,004
242
$638K 0.11%
21,243
+1,930
243
$637K 0.11%
36,491
+2,789
244
$634K 0.11%
11,238
+2,662
245
$631K 0.11%
5,420
-672
246
$630K 0.11%
5,177
+389
247
$627K 0.11%
8,041
+548
248
$622K 0.11%
98,595
+10,850
249
$616K 0.1%
81,988
+928
250
$616K 0.1%
9,666
-13
8 9
10
11 12