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
326
$975K 0.05%
8,912
-3,228
327
$970K 0.05%
33,648
-1,297
328
$968K 0.05%
6,972
+236
329
$961K 0.05%
4,251
+2
330
$943K 0.05%
5,063
-448
331
$937K 0.05%
8,703
-733
332
$936K 0.05%
29,649
-2,593
333
$932K 0.05%
10,500
+584
334
$922K 0.05%
118,090
-677
335
$920K 0.05%
16,446
-4,348
336
$905K 0.05%
12,541
+589
337
$899K 0.05%
5,159
-4,067
338
$897K 0.05%
2,468
339
$897K 0.05%
17,202
+641
340
$892K 0.05%
2,056
+46
341
$889K 0.05%
8,193
+369
342
$880K 0.05%
10,115
+9
343
$878K 0.05%
22,471
+1,403
344
$874K 0.05%
5,800
+74
345
$872K 0.05%
11,903
+1,173
346
$868K 0.05%
7,081
-675
347
$858K 0.05%
8,448
-120
348
$857K 0.05%
5,629
-852
349
$849K 0.05%
1,292
+23
350
$848K 0.05%
10,503
+238
12 13
14
15 16