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
401
$427K 0.05%
16,932
+204
402
$426K 0.05%
7,075
-136
403
$426K 0.05%
8,820
+250
404
$425K 0.05%
+2,365
405
$424K 0.05%
8,035
+217
406
$422K 0.05%
9,277
-933
407
$421K 0.05%
4,365
+273
408
$421K 0.05%
45,883
-2,081
409
$413K 0.05%
5,195
-171
410
$412K 0.05%
13,046
-866
411
$412K 0.05%
+2,435
412
$412K 0.05%
4,952
+157
413
$411K 0.05%
9,941
+3,090
414
$411K 0.05%
11,356
+3,300
415
$408K 0.05%
12,057
-256
416
$407K 0.05%
29,638
+11,997
417
$407K 0.05%
1,819
+82
418
$406K 0.05%
1,565
-159
419
$403K 0.05%
51,476
+6,625
420
$402K 0.05%
13,002
+854
421
$401K 0.05%
25,992
+330
422
$399K 0.05%
4,833
-239
423
$399K 0.05%
5,779
+145
424
$397K 0.05%
9,201
-50
425
$397K 0.05%
23,756
-2,682
15 16
17
18 19