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
301
$1.09M 0.06%
10,592
+1,495
302
$1.08M 0.06%
27,659
-594
303
$1.07M 0.06%
158,096
+19,975
304
$1.07M 0.06%
2,173
+51
305
$1.07M 0.06%
6,681
+76
306
$1.06M 0.06%
39,840
-440
307
$1.06M 0.06%
2,819
+102
308
$1.05M 0.06%
6,068
+8
309
$1.05M 0.06%
5,804
-1
310
$1.05M 0.06%
22,365
+30
311
$1.05M 0.06%
13,400
-210
312
$1.05M 0.06%
3,308
+92
313
$1.04M 0.06%
50,000
314
$1.04M 0.06%
100,636
+643
315
$1.04M 0.06%
7,746
-88
316
$1.04M 0.06%
20,480
317
$1.03M 0.06%
7,463
+13
318
$1.02M 0.06%
9,758
+227
319
$1.01M 0.06%
20,433
+2,227
320
$1M 0.06%
26,332
+2,518
321
$1M 0.06%
23,638
-986
322
$998K 0.06%
31,182
+666
323
$994K 0.06%
11,580
+200
324
$981K 0.06%
9,273
+162
325
$980K 0.06%
71,925
+4,736
11 12
13
14 15