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
301
$585K 0.08%
15,017
+198
302
$584K 0.08%
2,116
+197
303
$583K 0.08%
4,383
-75
304
$581K 0.08%
5,203
-184
305
$575K 0.08%
5,364
+165
306
$571K 0.08%
4,086
+46
307
$569K 0.08%
4,150
-82
308
$566K 0.08%
7,252
+800
309
$562K 0.08%
21,604
+326
310
$562K 0.08%
4,285
+278
311
$558K 0.08%
5,153
-397
312
$558K 0.08%
131,963
+19,367
313
$555K 0.08%
18,257
+35
314
$554K 0.08%
106,839
+2,409
315
$549K 0.07%
16,803
+1,429
316
$546K 0.07%
303,955
-21,074
317
$545K 0.07%
27,877
+1,253
318
$539K 0.07%
7,900
-1,109
319
$533K 0.07%
795
-126
320
$533K 0.07%
12,353
-139
321
$531K 0.07%
3,718
+45
322
$531K 0.07%
52,594
+3,062
323
$531K 0.07%
4,927
+46
324
$530K 0.07%
7,259
+15
325
$524K 0.07%
15,180
+2,180
11 12
13
14 15