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
401
$338K 0.06%
3,249
+45
402
$334K 0.06%
4,612
-30
403
$334K 0.06%
20,180
+24
404
$332K 0.06%
4,346
+27
405
$331K 0.06%
31,336
+2,795
406
$330K 0.06%
1,295
+25
407
$327K 0.06%
7,917
-307
408
$325K 0.06%
9,095
-52
409
$325K 0.06%
7,003
+240
410
$325K 0.06%
3,748
+65
411
$324K 0.06%
5,004
+30
412
$323K 0.06%
6,618
+896
413
$323K 0.06%
10,389
-166
414
$321K 0.05%
9,581
+109
415
$321K 0.05%
3,346
+363
416
$321K 0.05%
2,283
+26
417
$320K 0.05%
12,320
+1
418
$317K 0.05%
11,351
-899
419
$313K 0.05%
28,736
+328
420
$311K 0.05%
43,345
+2,758
421
$311K 0.05%
8,730
-15
422
$311K 0.05%
9,374
+653
423
$310K 0.05%
8,064
+1,754
424
$310K 0.05%
8,915
425
$307K 0.05%
32,565
-215
15 16
17
18 19