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
351
$255K 0.07%
4,897
+670
352
$254K 0.07%
3,720
+243
353
$254K 0.07%
5,097
+512
354
$253K 0.06%
3,099
+99
355
$252K 0.06%
10,464
-4,929
356
$252K 0.06%
3,512
357
$251K 0.06%
10,812
+4,203
358
$250K 0.06%
8,933
359
$250K 0.06%
15,094
+3,079
360
$249K 0.06%
3,408
+118
361
$248K 0.06%
4,619
+378
362
$248K 0.06%
17,033
+896
363
$247K 0.06%
4,351
+329
364
$244K 0.06%
7,325
+830
365
$243K 0.06%
+3,975
366
$241K 0.06%
15,948
+4,243
367
$241K 0.06%
5,086
+90
368
$241K 0.06%
+7,648
369
$240K 0.06%
+7,067
370
$240K 0.06%
2,967
+284
371
$239K 0.06%
16,275
+1,915
372
$239K 0.06%
4,715
+479
373
$238K 0.06%
+3,522
374
$238K 0.06%
18,229
-4,344
375
$236K 0.06%
5,438
-270
13 14
15
16 17