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
251
$1.3M 0.07%
1,975
-32
252
$1.3M 0.07%
9,748
+302
253
$1.29M 0.07%
759
+13
254
$1.29M 0.07%
23,133
+911
255
$1.29M 0.07%
9,621
-1,640
256
$1.28M 0.07%
13,693
+59
257
$1.28M 0.07%
11,070
+754
258
$1.28M 0.07%
4,981
-128
259
$1.27M 0.07%
28,083
+2,277
260
$1.27M 0.07%
26,747
-1,254
261
$1.26M 0.07%
8,072
+108
262
$1.26M 0.07%
5,076
+246
263
$1.25M 0.07%
10,653
-400
264
$1.24M 0.07%
101,150
-202
265
$1.24M 0.07%
15,304
+2,900
266
$1.23M 0.07%
15,145
+453
267
$1.23M 0.07%
40,963
-114
268
$1.22M 0.07%
20,851
+152
269
$1.21M 0.07%
30,385
+17
270
$1.21M 0.07%
3,119
+45
271
$1.2M 0.07%
4,638
+226
272
$1.2M 0.07%
20,543
+244
273
$1.19M 0.07%
8,079
+239
274
$1.19M 0.07%
20,453
+1,135
275
$1.17M 0.07%
17,084
+55
9 10
11
12 13