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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$653K 0.09%
5,382
-20
277
$653K 0.09%
34,587
+101
278
$652K 0.09%
8,553
-882
279
$648K 0.09%
140,848
+25,007
280
$648K 0.09%
4,767
+3
281
$645K 0.09%
14,870
-591
282
$644K 0.09%
9,185
-290
283
$640K 0.09%
2,821
+38
284
$637K 0.09%
16,989
-294
285
$630K 0.09%
8,564
-578
286
$630K 0.09%
7,586
287
$628K 0.09%
6,050
288
$626K 0.08%
16,865
-1,410
289
$623K 0.08%
9,924
+720
290
$622K 0.08%
6,704
+113
291
$618K 0.08%
11,008
292
$617K 0.08%
16,860
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293
$616K 0.08%
128,597
-6,422
294
$608K 0.08%
23,023
-270
295
$607K 0.08%
13,696
+880
296
$601K 0.08%
20,972
-408
297
$601K 0.08%
3,532
-53
298
$591K 0.08%
7,474
-74
299
$591K 0.08%
21,490
-252
300
$589K 0.08%
2,169
+267
10 11
12
13 14