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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$369K 0.06%
4,232
+25
377
$369K 0.06%
23,369
+2,082
378
$369K 0.06%
8,148
-2,669
379
$368K 0.06%
645
-42
380
$367K 0.06%
4,610
-80
381
$365K 0.06%
8,006
-116
382
$365K 0.06%
5,224
-1,397
383
$364K 0.06%
19,427
-86
384
$364K 0.06%
2,650
+1
385
$363K 0.06%
6,124
+97
386
$363K 0.06%
11,332
-1,187
387
$362K 0.06%
24,732
-1,155
388
$362K 0.06%
43,105
+4,107
389
$361K 0.06%
2,012
+53
390
$360K 0.06%
1,872
+93
391
$360K 0.06%
6,859
+254
392
$357K 0.06%
6,661
+128
393
$356K 0.06%
42,235
-200
394
$355K 0.06%
7,727
+2,389
395
$354K 0.06%
36,816
396
$346K 0.06%
3,220
+383
397
$344K 0.06%
4,947
+73
398
$344K 0.06%
6,313
399
$343K 0.06%
+19,181
400
$343K 0.06%
97,066
+3,131
14 15
16
17 18