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
326
$517K 0.07%
10,170
+353
327
$517K 0.07%
3,108
+114
328
$516K 0.07%
46,639
+5,338
329
$516K 0.07%
152,143
+16,345
330
$516K 0.07%
6,729
+298
331
$511K 0.07%
2,640
-2
332
$508K 0.07%
15,181
+1,732
333
$508K 0.07%
6,476
-899
334
$506K 0.07%
5,634
+115
335
$505K 0.07%
873
+4
336
$505K 0.07%
4,137
-224
337
$504K 0.07%
5,160
-34
338
$504K 0.07%
9,595
+1,378
339
$503K 0.07%
8,065
340
$499K 0.07%
86,894
+15,361
341
$499K 0.07%
39,067
+1,413
342
$498K 0.07%
5,839
-709
343
$497K 0.07%
1,157
-61
344
$490K 0.07%
8,604
+287
345
$489K 0.07%
5,375
-55
346
$489K 0.07%
5,965
+188
347
$481K 0.07%
33,268
+42
348
$478K 0.06%
7,149
+148
349
$476K 0.06%
26,464
-757
350
$476K 0.06%
6,868
+186
12 13
14
15 16