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
376
$777K 0.04%
14,865
-202
377
$776K 0.04%
23,824
378
$774K 0.04%
17,764
+188
379
$773K 0.04%
8,001
-30
380
$772K 0.04%
7,948
-216
381
$771K 0.04%
6,824
-314
382
$770K 0.04%
7,568
+637
383
$769K 0.04%
10,606
+1,136
384
$767K 0.04%
13,031
-282
385
$762K 0.04%
5,466
+378
386
$756K 0.04%
12,868
-1,645
387
$755K 0.04%
12,092
+1,412
388
$753K 0.04%
12,918
+614
389
$745K 0.04%
9,492
-486
390
$744K 0.04%
8,501
+1,836
391
$742K 0.04%
8,776
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392
$739K 0.04%
1,899
+96
393
$737K 0.04%
10,904
+76
394
$726K 0.04%
19,406
-316
395
$726K 0.04%
4,493
-573
396
$725K 0.04%
3,479
+126
397
$723K 0.04%
14,977
+514
398
$721K 0.04%
10,566
+106
399
$719K 0.04%
17,239
+548
400
$717K 0.04%
15,609
-163
14 15
16
17 18