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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$553K 0.09%
4,549
-8
277
$552K 0.09%
9,018
-4
278
$551K 0.09%
19,438
-2,427
279
$550K 0.09%
3,845
+255
280
$547K 0.09%
6,772
+557
281
$545K 0.09%
13,889
+1,224
282
$544K 0.09%
4,095
+3
283
$541K 0.09%
35,263
+606
284
$540K 0.09%
4,617
+564
285
$537K 0.09%
22,717
+336
286
$535K 0.09%
8,111
+369
287
$535K 0.09%
8,900
+2,000
288
$533K 0.09%
37,779
+9,914
289
$527K 0.09%
8,476
-229
290
$525K 0.09%
3,290
+125
291
$524K 0.09%
3,720
292
$518K 0.09%
11,574
+223
293
$514K 0.09%
4,671
-98
294
$510K 0.09%
105,387
-3,498
295
$510K 0.09%
139,010
-1,830
296
$509K 0.09%
13,970
+93
297
$501K 0.09%
2,726
+74
298
$499K 0.08%
6,724
-152
299
$498K 0.08%
26,547
+972
300
$498K 0.08%
847
+44
10 11
12
13 14