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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$814K 0.1%
20,194
+660
227
$810K 0.1%
7,617
-76
228
$807K 0.1%
11,143
-452
229
$806K 0.1%
787
-27
230
$797K 0.1%
10,392
+1,100
231
$794K 0.1%
14,375
+1,381
232
$790K 0.1%
27,268
-984
233
$788K 0.1%
20,994
-8,024
234
$787K 0.1%
5,884
+308
235
$783K 0.1%
18,954
-405
236
$782K 0.1%
20,375
+2,697
237
$779K 0.1%
4,304
+72
238
$778K 0.1%
41,221
-1,779
239
$778K 0.1%
6,138
+713
240
$764K 0.1%
19,314
+1,992
241
$763K 0.1%
4,448
-137
242
$755K 0.09%
2,206
+62
243
$754K 0.09%
8,801
+1,215
244
$746K 0.09%
22,539
-345
245
$744K 0.09%
4,772
-6
246
$742K 0.09%
105,461
+1,824
247
$736K 0.09%
6,992
+212
248
$734K 0.09%
4,653
+75
249
$734K 0.09%
13,200
-279
250
$733K 0.09%
19,736
+43
8 9
10
11 12