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
301
$317K 0.08%
6,904
+1,740
302
$315K 0.08%
26,195
+6,840
303
$315K 0.08%
2,586
+300
304
$313K 0.08%
18,537
+1,064
305
$309K 0.08%
15,024
+5,194
306
$308K 0.08%
18,022
+1,660
307
$307K 0.08%
6,520
+300
308
$305K 0.08%
5,404
+360
309
$304K 0.08%
6,284
+670
310
$303K 0.08%
10,560
+920
311
$301K 0.08%
2,543
+95
312
$301K 0.08%
5,939
+198
313
$298K 0.08%
19,735
+4,117
314
$297K 0.08%
4,018
-939
315
$294K 0.08%
+10,780
316
$293K 0.08%
5,549
+412
317
$291K 0.07%
16,332
+948
318
$289K 0.07%
10,898
+2,441
319
$289K 0.07%
4,027
+244
320
$288K 0.07%
5,616
-164
321
$284K 0.07%
5,212
+572
322
$284K 0.07%
6,678
-435
323
$282K 0.07%
6,111
+2,570
324
$282K 0.07%
3,379
+71
325
$281K 0.07%
36,816
11 12
13
14 15