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
251
$702K 0.1%
4,116
-50
252
$699K 0.09%
87,067
+452
253
$695K 0.09%
9,873
+455
254
$694K 0.09%
27,279
+140
255
$692K 0.09%
6,866
-1,218
256
$692K 0.09%
19,078
-646
257
$688K 0.09%
14,847
+792
258
$687K 0.09%
16,883
+32
259
$686K 0.09%
10,820
+2,065
260
$685K 0.09%
4,398
+129
261
$684K 0.09%
3,667
-199
262
$684K 0.09%
17,807
+24
263
$684K 0.09%
4,027
-51
264
$683K 0.09%
15,529
+828
265
$683K 0.09%
3,119
+51
266
$680K 0.09%
18,488
-556
267
$679K 0.09%
13,541
+2,266
268
$677K 0.09%
18,556
-15
269
$673K 0.09%
4,695
270
$668K 0.09%
46,632
+4,955
271
$662K 0.09%
234,684
+34,474
272
$660K 0.09%
6,418
+276
273
$659K 0.09%
6,874
+464
274
$656K 0.09%
49,411
-2,397
275
$654K 0.09%
15,004
-290
9 10
11
12 13