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
326
$281K 0.07%
2,384
+87
327
$278K 0.07%
3,524
+615
328
$278K 0.07%
3,703
-789
329
$275K 0.07%
6,925
+314
330
$274K 0.07%
5,767
+203
331
$273K 0.07%
8,644
+83
332
$270K 0.07%
2,484
-48
333
$270K 0.07%
35,387
-2,930
334
$269K 0.07%
6,581
+141
335
$268K 0.07%
5,721
-8
336
$266K 0.07%
4,686
+201
337
$265K 0.07%
15,418
+18
338
$264K 0.07%
12,474
+612
339
$264K 0.07%
2,843
340
$264K 0.07%
10,484
+2,414
341
$263K 0.07%
9,462
+1,043
342
$263K 0.07%
4,585
-893
343
$261K 0.07%
2,261
+209
344
$261K 0.07%
27,434
+1,685
345
$261K 0.07%
113,093
+16,170
346
$261K 0.07%
10,090
+1,615
347
$260K 0.07%
7,926
-5,423
348
$260K 0.07%
7,419
-326
349
$259K 0.07%
14,862
+168
350
$255K 0.07%
5,119
+1,050
12 13
14
15 16