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
351
$523K 0.07%
145,693
+7,064
352
$523K 0.07%
2,979
+32
353
$523K 0.07%
9,293
+929
354
$519K 0.06%
9,998
-234
355
$516K 0.06%
714
-177
356
$515K 0.06%
34,718
-273
357
$514K 0.06%
4,891
-129
358
$512K 0.06%
6,367
+47
359
$510K 0.06%
89,043
+6,890
360
$510K 0.06%
159,128
+30,799
361
$506K 0.06%
58,520
+20,302
362
$502K 0.06%
3,714
-4,084
363
$497K 0.06%
8,257
-317
364
$495K 0.06%
2,274
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365
$491K 0.06%
22,906
+562
366
$489K 0.06%
20,824
+9,974
367
$488K 0.06%
2,430
+447
368
$488K 0.06%
259,970
+34,573
369
$486K 0.06%
36,213
+4,388
370
$484K 0.06%
6,021
+554
371
$483K 0.06%
16,010
+3,023
372
$482K 0.06%
32,606
-2,022
373
$478K 0.06%
12,919
+191
374
$478K 0.06%
43,417
+15,316
375
$474K 0.06%
25,395
-6,135
13 14
15
16 17