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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$665K 0.08%
18,428
+186
277
$664K 0.08%
6,634
-878
278
$662K 0.08%
8,690
+75
279
$662K 0.08%
25,575
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280
$661K 0.08%
6,138
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281
$660K 0.08%
5,547
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282
$656K 0.08%
15,915
-2,585
283
$654K 0.08%
12,631
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284
$652K 0.08%
4,256
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285
$652K 0.08%
13,015
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286
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287
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33,321
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288
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27,922
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289
$644K 0.08%
5,398
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290
$644K 0.08%
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291
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294
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295
$639K 0.08%
4,900
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296
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5,253
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297
$637K 0.08%
23,097
-1,563
298
$636K 0.08%
5,436
+173
299
$636K 0.08%
39,940
+2,532
300
$632K 0.08%
14,843
-772
10 11
12
13 14