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
251
$389K 0.1%
9,978
+903
252
$387K 0.1%
7,004
-2,202
253
$385K 0.1%
23,250
+9,840
254
$383K 0.1%
822
+179
255
$381K 0.1%
12,135
-274
256
$380K 0.1%
6,323
-43
257
$378K 0.1%
3,635
+785
258
$377K 0.1%
5,227
+133
259
$374K 0.1%
59,551
+5,212
260
$372K 0.1%
7,155
+795
261
$371K 0.1%
43,073
+2,601
262
$367K 0.09%
11,957
+497
263
$363K 0.09%
7,074
+625
264
$360K 0.09%
3,484
-175
265
$360K 0.09%
4,100
+526
266
$359K 0.09%
11,381
+1,439
267
$357K 0.09%
10,091
-317
268
$356K 0.09%
492
+41
269
$356K 0.09%
5,903
-838
270
$355K 0.09%
9,556
-2,844
271
$355K 0.09%
7,348
+884
272
$354K 0.09%
5,192
+1,044
273
$353K 0.09%
11,759
+2,571
274
$353K 0.09%
3,595
+435
275
$352K 0.09%
3,794
+323
9 10
11
12 13