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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$396K 0.05%
4,660
+183
402
$396K 0.05%
2,315
+237
403
$395K 0.05%
7,983
-177
404
$394K 0.05%
18,326
-1,945
405
$390K 0.05%
13,573
+683
406
$390K 0.05%
23,098
-495
407
$388K 0.05%
5,590
-194
408
$385K 0.05%
6,963
409
$383K 0.05%
+6,044
410
$382K 0.05%
26,194
-539
411
$380K 0.05%
9,009
+308
412
$374K 0.05%
10,049
+1,653
413
$372K 0.05%
3,500
-70
414
$368K 0.05%
28,101
415
$365K 0.05%
7,125
+369
416
$365K 0.05%
17,302
+1,387
417
$365K 0.05%
12,686
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418
$364K 0.05%
8,076
-28
419
$363K 0.05%
3,320
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420
$362K 0.05%
7,500
-72
421
$360K 0.05%
5,835
-106
422
$360K 0.05%
8,979
+426
423
$359K 0.05%
7,828
-42
424
$359K 0.05%
4,409
+49
425
$359K 0.05%
21,555
+2,120
15 16
17
18 19