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
326
$578K 0.07%
16,385
+1,180
327
$578K 0.07%
3,793
+39
328
$575K 0.07%
7,017
+256
329
$571K 0.07%
47,033
-2,341
330
$571K 0.07%
20,769
-167
331
$570K 0.07%
2,100
-86
332
$570K 0.07%
84,320
+5,418
333
$567K 0.07%
7,477
+51
334
$565K 0.07%
184,627
+1,877
335
$565K 0.07%
19,680
+1,544
336
$563K 0.07%
33,849
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337
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6,603
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338
$557K 0.07%
11,712
+997
339
$556K 0.07%
34,576
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340
$548K 0.07%
3,900
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341
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4,262
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342
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7,194
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343
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5,986
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344
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345
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10,556
+1,113
346
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19,748
-1,746
347
$538K 0.07%
94,157
+4,334
348
$532K 0.07%
2,217
+65
349
$530K 0.07%
4,698
+43
350
$530K 0.07%
12,128
+4,014
12 13
14
15 16