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
401
$218K 0.06%
6,225
+1,644
402
$218K 0.06%
5,292
+869
403
$217K 0.06%
4,520
+705
404
$217K 0.06%
+5,152
405
$213K 0.05%
7,583
+29
406
$213K 0.05%
+2,316
407
$211K 0.05%
5,972
+964
408
$208K 0.05%
+2,703
409
$208K 0.05%
3,725
+621
410
$206K 0.05%
22,484
-976
411
$206K 0.05%
7,904
-695
412
$203K 0.05%
13,104
-1,615
413
$203K 0.05%
7,409
-582
414
$199K 0.05%
15,425
+4,113
415
$197K 0.05%
+11,098
416
$196K 0.05%
20,824
+1,293
417
$194K 0.05%
12,296
-3,962
418
$193K 0.05%
39,371
+8,013
419
$190K 0.05%
45,987
-3,790
420
$188K 0.05%
13,694
+1,498
421
$187K 0.05%
16,760
422
$183K 0.05%
11,149
+509
423
$169K 0.04%
104,669
+6,350
424
$166K 0.04%
+5,129
425
$165K 0.04%
55,903
+4,217
15 16
17
18 19