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
301
$496K 0.08%
5,762
+187
302
$495K 0.08%
5,864
+2,832
303
$494K 0.08%
5,404
-25
304
$489K 0.08%
5,376
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305
$485K 0.08%
2,502
+513
306
$485K 0.08%
8,323
+716
307
$480K 0.08%
4,302
+577
308
$480K 0.08%
19,340
+2,022
309
$480K 0.08%
7,168
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310
$479K 0.08%
13,496
+447
311
$474K 0.08%
47,138
+1,439
312
$472K 0.08%
4,695
313
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7,091
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314
$466K 0.08%
7,772
+2,068
315
$463K 0.08%
5,942
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316
$463K 0.08%
7,619
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317
$462K 0.08%
35,883
-12,336
318
$462K 0.08%
8,853
+1,007
319
$459K 0.08%
8,761
+7
320
$457K 0.08%
1,064
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321
$457K 0.08%
15,330
+154
322
$454K 0.08%
22,000
323
$448K 0.08%
4,860
-42
324
$445K 0.08%
6,578
-201
325
$442K 0.08%
7,562
-140
11 12
13
14 15