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
251
$615K 0.1%
12,224
+615
252
$613K 0.1%
314,259
+23,859
253
$612K 0.1%
11,408
+1,105
254
$607K 0.1%
9,775
+163
255
$601K 0.1%
13,225
+1,644
256
$600K 0.1%
37,310
+5,619
257
$597K 0.1%
14,714
+2,596
258
$596K 0.1%
13,962
-1,210
259
$592K 0.1%
8,249
+224
260
$590K 0.1%
4,527
+1,139
261
$584K 0.1%
6,050
262
$583K 0.1%
14,572
-272
263
$580K 0.1%
5,297
+10
264
$580K 0.1%
5,314
+41
265
$580K 0.1%
12,178
+182
266
$579K 0.1%
10,031
-624
267
$575K 0.1%
3,552
+49
268
$572K 0.1%
16,415
+415
269
$570K 0.1%
5,867
+27
270
$569K 0.1%
9,404
+51
271
$559K 0.1%
3,501
+44
272
$556K 0.09%
6,257
+117
273
$556K 0.09%
19,346
+3,819
274
$555K 0.09%
4,433
+120
275
$553K 0.09%
100,145
+395
9 10
11
12 13