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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$229K 0.05%
77,105
-3,760
427
$229K 0.05%
6,040
+43
428
$229K 0.05%
+3,506
429
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5,067
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430
$225K 0.05%
2,398
-46
431
$225K 0.05%
5,185
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432
$224K 0.05%
26,374
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433
$224K 0.05%
112,577
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434
$224K 0.05%
4,922
+218
435
$223K 0.05%
17,168
+147
436
$221K 0.05%
20,544
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437
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438
$220K 0.05%
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439
$219K 0.05%
5,504
-2,627
440
$219K 0.05%
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$218K 0.05%
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20,391
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443
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444
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445
$214K 0.05%
8,403
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446
$212K 0.05%
5,932
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447
$212K 0.05%
3,678
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448
$212K 0.05%
13,101
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449
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450
$211K 0.05%
+9,729