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
$1.71B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.58M
3
+$2.45M
4
TSLA icon
Tesla
TSLA
+$2.36M
5
UNH icon
UnitedHealth
UNH
+$1.73M

Top Sells

1
+$2.07M
2
+$1.43M
3
+$1.27M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.27M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07M

Sector Composition

1 Technology 25.77%
2 Healthcare 10.97%
3 Financials 8.81%
4 Consumer Discretionary 8.03%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.46M 0.09%
16,621
-1,418
252
$1.45M 0.08%
20,834
+469
253
$1.45M 0.08%
39,655
+270
254
$1.43M 0.08%
28,657
-480
255
$1.43M 0.08%
5,805
+76
256
$1.42M 0.08%
23,556
+1,134
257
$1.42M 0.08%
39,875
+3,648
258
$1.4M 0.08%
7,590
+108
259
$1.37M 0.08%
27,898
-4,600
260
$1.37M 0.08%
6,101
-163
261
$1.37M 0.08%
5,993
+250
262
$1.37M 0.08%
6,445
-416
263
$1.36M 0.08%
6,670
+303
264
$1.36M 0.08%
27,000
265
$1.36M 0.08%
887
+13
266
$1.35M 0.08%
4,218
+14
267
$1.35M 0.08%
8,369
-1,298
268
$1.34M 0.08%
20,684
+2,547
269
$1.34M 0.08%
23,625
-1,455
270
$1.34M 0.08%
26,279
+470
271
$1.34M 0.08%
12,587
-40
272
$1.33M 0.08%
13,083
+134
273
$1.33M 0.08%
34,949
+74
274
$1.32M 0.08%
6,916
+1,438
275
$1.31M 0.08%
7,166
9 10
11
12 13