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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.17M 0.07%
4,609
-802
277
$1.17M 0.07%
5,711
-116
278
$1.17M 0.07%
4,954
+37
279
$1.16M 0.07%
57,165
+500
280
$1.16M 0.07%
1,956
-21
281
$1.16M 0.06%
10,303
+597
282
$1.16M 0.06%
5,448
+199
283
$1.15M 0.06%
185,211
+5,829
284
$1.15M 0.06%
2,217
+75
285
$1.15M 0.06%
5,228
+1,148
286
$1.14M 0.06%
9,505
-415
287
$1.14M 0.06%
5,780
+43
288
$1.13M 0.06%
3,759
+32
289
$1.13M 0.06%
12,157
-49
290
$1.13M 0.06%
3,065
+30
291
$1.12M 0.06%
54,127
+4,870
292
$1.12M 0.06%
3,704
+76
293
$1.12M 0.06%
10,353
+768
294
$1.11M 0.06%
16,889
+799
295
$1.11M 0.06%
6,179
+3
296
$1.1M 0.06%
2,982
+72
297
$1.09M 0.06%
5,659
+52
298
$1.09M 0.06%
6,188
-13
299
$1.09M 0.06%
83,475
+215
300
$1.09M 0.06%
10,707
+145
10 11
12
13 14