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
376
$235K 0.06%
55,668
377
$234K 0.06%
+3,715
378
$234K 0.06%
6,543
+938
379
$233K 0.06%
23,855
+1,671
380
$233K 0.06%
4,136
+50
381
$233K 0.06%
34,365
+5,454
382
$233K 0.06%
6,701
-58
383
$233K 0.06%
+9,682
384
$232K 0.06%
25,791
+1,846
385
$231K 0.06%
3,412
+201
386
$231K 0.06%
2,239
+478
387
$230K 0.06%
+8,702
388
$228K 0.06%
12,068
+1,281
389
$228K 0.06%
7,313
+147
390
$227K 0.06%
3,441
+11
391
$227K 0.06%
1,096
+43
392
$225K 0.06%
17,269
-969
393
$225K 0.06%
21,827
+7,803
394
$225K 0.06%
+5,659
395
$225K 0.06%
2,708
396
$223K 0.06%
5,690
-228
397
$222K 0.06%
3,264
+300
398
$221K 0.06%
2,283
+39
399
$221K 0.06%
+3,262
400
$219K 0.06%
1,575
-1,087
14 15
16
17 18