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
326
$442K 0.08%
3,476
-140
327
$441K 0.08%
8,088
+100
328
$438K 0.07%
9,944
-264
329
$437K 0.07%
179,220
+4,358
330
$436K 0.07%
8,121
+2,101
331
$436K 0.07%
16,931
+861
332
$435K 0.07%
3,378
+193
333
$433K 0.07%
4,784
-14
334
$431K 0.07%
2,660
+49
335
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6,696
-89
336
$429K 0.07%
24,759
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337
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24,081
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338
$425K 0.07%
14,535
-1,115
339
$421K 0.07%
10,688
+344
340
$419K 0.07%
3,148
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341
$419K 0.07%
4,908
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342
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12,517
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343
$418K 0.07%
9,372
+1,082
344
$417K 0.07%
67,727
+15,934
345
$416K 0.07%
4,155
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346
$415K 0.07%
2,296
+91
347
$413K 0.07%
3,653
+144
348
$413K 0.07%
36,911
-6,427
349
$413K 0.07%
6,216
+59
350
$412K 0.07%
29,474
-10,103
12 13
14
15 16