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
301
$631K 0.08%
14,663
+1,137
302
$631K 0.08%
4,990
-154
303
$630K 0.08%
+12,735
304
$628K 0.08%
17,006
+2,273
305
$626K 0.08%
9,819
+1,011
306
$626K 0.08%
21,560
+618
307
$622K 0.08%
19,160
+790
308
$616K 0.08%
3,640
-240
309
$611K 0.08%
17,365
+997
310
$611K 0.08%
2,477
+192
311
$610K 0.08%
23,986
-17,022
312
$607K 0.08%
3,458
+463
313
$603K 0.08%
8,198
+75
314
$603K 0.08%
44,787
+1,650
315
$602K 0.08%
4,851
-119
316
$602K 0.08%
7,609
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317
$601K 0.07%
27,349
-259
318
$599K 0.07%
5,550
-21
319
$598K 0.07%
+7,973
320
$596K 0.07%
8,394
+500
321
$590K 0.07%
11,008
-365
322
$588K 0.07%
5,890
-58
323
$585K 0.07%
1,290
+84
324
$583K 0.07%
5,081
+850
325
$583K 0.07%
71,910
+5,815
11 12
13
14 15