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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$777K 0.11%
4,740
+115
227
$776K 0.11%
4,564
+111
228
$772K 0.1%
5,521
+93
229
$771K 0.1%
6,299
-934
230
$768K 0.1%
13,222
+1,092
231
$764K 0.1%
19,396
+305
232
$762K 0.1%
33,345
+1,305
233
$762K 0.1%
3,056
-70
234
$760K 0.1%
51,093
+269
235
$758K 0.1%
28,860
-364
236
$755K 0.1%
14,989
+98
237
$754K 0.1%
10,296
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238
$751K 0.1%
5,323
-442
239
$742K 0.1%
2,406
-206
240
$741K 0.1%
5,556
+201
241
$740K 0.1%
4,748
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242
$740K 0.1%
3,913
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243
$738K 0.1%
7,891
-122
244
$731K 0.1%
13,000
-427
245
$727K 0.1%
4,560
+360
246
$723K 0.1%
6,523
-311
247
$717K 0.1%
6,529
+496
248
$716K 0.1%
9,385
+680
249
$704K 0.1%
49,122
+663
250
$702K 0.1%
7,513
8 9
10
11 12