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
376
$473K 0.06%
3,477
+406
377
$472K 0.06%
7,185
+405
378
$471K 0.06%
36,206
+216
379
$471K 0.06%
27,836
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380
$465K 0.06%
1,547
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381
$464K 0.06%
10,185
+105
382
$463K 0.06%
5,053
-395
383
$461K 0.06%
2,480
-27
384
$460K 0.06%
7,492
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385
$459K 0.06%
4,521
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386
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7,212
+155
387
$457K 0.06%
19,364
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388
$457K 0.06%
6,415
+1,359
389
$455K 0.06%
1,806
-864
390
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5,431
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2,285
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34,685
-1,332
393
$452K 0.06%
9,950
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10,522
-130
395
$449K 0.06%
6,126
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396
$446K 0.06%
7,303
+134
397
$445K 0.06%
24,860
+1,320
398
$439K 0.05%
2,429
+12
399
$430K 0.05%
3,611
-613
400
$427K 0.05%
13,759
+1,234
14 15
16
17 18