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
251
$727K 0.09%
3,986
-43
252
$725K 0.09%
194,450
253
$720K 0.09%
4,215
-21
254
$718K 0.09%
4,475
+1,128
255
$715K 0.09%
10,861
-1,936
256
$714K 0.09%
358,828
+11,001
257
$713K 0.09%
8,483
+3,811
258
$711K 0.09%
5,554
+229
259
$709K 0.09%
17,667
+371
260
$709K 0.09%
+34,805
261
$705K 0.09%
49,050
-1,320
262
$705K 0.09%
3,856
+237
263
$703K 0.09%
58,006
+1,218
264
$700K 0.09%
60,038
+4,774
265
$694K 0.09%
19,409
+460
266
$694K 0.09%
7,390
+725
267
$692K 0.09%
+11,483
268
$689K 0.09%
159,896
+21,625
269
$679K 0.08%
33,931
+1,910
270
$676K 0.08%
7,508
-118
271
$675K 0.08%
9,496
-227
272
$674K 0.08%
4,068
+334
273
$674K 0.08%
102,051
-8,553
274
$671K 0.08%
+865
275
$667K 0.08%
12,892
-2,188
9 10
11
12 13