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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$296K 0.07%
3,295
+58
352
$296K 0.07%
3,796
-445
353
$296K 0.07%
6,672
-1
354
$294K 0.07%
8,255
-333
355
$293K 0.07%
16,760
356
$290K 0.06%
13,567
+1,782
357
$289K 0.06%
5,095
+180
358
$288K 0.06%
1,868
+71
359
$287K 0.06%
7,995
-60
360
$286K 0.06%
22,000
-49
361
$285K 0.06%
23,292
+4,019
362
$285K 0.06%
43,668
+10,733
363
$285K 0.06%
2,843
364
$284K 0.06%
3,504
+153
365
$283K 0.06%
+4,560
366
$282K 0.06%
15,630
-3,555
367
$282K 0.06%
17,391
-2,803
368
$281K 0.06%
2,134
-424
369
$281K 0.06%
770
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370
$281K 0.06%
+4,412
371
$281K 0.06%
5,884
+270
372
$279K 0.06%
8,133
+83
373
$278K 0.06%
6,751
-568
374
$278K 0.06%
796
+18
375
$274K 0.06%
96,318
+4,336