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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M 0.08%
2,310
+47
227
$1.45M 0.08%
8,756
+616
228
$1.44M 0.08%
10,712
+148
229
$1.43M 0.08%
8,229
+493
230
$1.42M 0.08%
20,317
+175
231
$1.42M 0.08%
19,832
+1,871
232
$1.41M 0.08%
9,850
-539
233
$1.4M 0.08%
4,985
-131
234
$1.4M 0.08%
286,226
+33,620
235
$1.38M 0.08%
23,513
+205
236
$1.36M 0.08%
6,177
237
$1.36M 0.08%
8,731
+1,141
238
$1.36M 0.08%
23,112
+156
239
$1.35M 0.08%
5,923
+372
240
$1.34M 0.08%
8,427
+23
241
$1.34M 0.08%
11,742
-75
242
$1.34M 0.08%
32,926
-48
243
$1.33M 0.07%
2,792
+12
244
$1.33M 0.07%
7,955
+89
245
$1.32M 0.07%
630
-4
246
$1.32M 0.07%
17,444
+2,640
247
$1.32M 0.07%
34,250
-800
248
$1.32M 0.07%
26,339
+1,539
249
$1.31M 0.07%
93,825
+1,104
250
$1.31M 0.07%
79,140
+1,464
8 9
10
11 12