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
351
$834K 0.05%
23,850
+200
352
$833K 0.05%
12,580
+668
353
$832K 0.05%
22,340
-354
354
$830K 0.05%
12,475
-2,508
355
$829K 0.05%
10,689
-227
356
$828K 0.05%
4,803
+174
357
$823K 0.05%
3,760
+384
358
$823K 0.05%
1,343
-43
359
$820K 0.05%
3,660
-34
360
$820K 0.05%
23,394
361
$816K 0.05%
8,741
+897
362
$815K 0.05%
+9,525
363
$807K 0.05%
15,280
+987
364
$804K 0.05%
16,746
+18
365
$804K 0.05%
20,407
366
$797K 0.04%
10,700
367
$796K 0.04%
5,350
+600
368
$795K 0.04%
183,634
-7,348
369
$791K 0.04%
7,241
-978
370
$790K 0.04%
19,164
+423
371
$790K 0.04%
1,725
372
$786K 0.04%
50,982
+636
373
$780K 0.04%
41,600
+677
374
$779K 0.04%
2,761
+102
375
$779K 0.04%
21,129
+4,507
13 14
15
16 17