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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$348K 0.09%
9,789
+1,028
277
$346K 0.09%
7,458
-500
278
$346K 0.09%
3,417
-340
279
$343K 0.09%
5,140
-581
280
$343K 0.09%
7,483
+1,322
281
$342K 0.09%
7,191
-397
282
$341K 0.09%
9,667
+1,256
283
$339K 0.09%
8,867
+365
284
$338K 0.09%
6,587
-577
285
$335K 0.09%
5,466
+106
286
$335K 0.09%
3,756
+1,134
287
$334K 0.09%
1,900
-1,900
288
$330K 0.08%
7,337
+1,687
289
$329K 0.08%
6,347
+806
290
$329K 0.08%
19,755
+1,125
291
$328K 0.08%
6,297
-357
292
$325K 0.08%
4,469
+2
293
$325K 0.08%
5,053
+856
294
$320K 0.08%
4,159
+381
295
$320K 0.08%
11,085
+329
296
$320K 0.08%
5,073
+677
297
$319K 0.08%
11,290
-11,202
298
$318K 0.08%
7,681
+516
299
$318K 0.08%
3,880
300
$317K 0.08%
6,939
+503
10 11
12
13 14