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
426
$306K 0.05%
8,980
+234
427
$306K 0.05%
13,142
+1,640
428
$305K 0.05%
+2,190
429
$303K 0.05%
3,993
-92
430
$302K 0.05%
11,991
-456
431
$301K 0.05%
+6,855
432
$301K 0.05%
1,782
+172
433
$299K 0.05%
3,824
+12
434
$299K 0.05%
6,692
+1,163
435
$297K 0.05%
+6,336
436
$297K 0.05%
1,833
+12
437
$294K 0.05%
15,960
+3,008
438
$294K 0.05%
8,372
+1,280
439
$293K 0.05%
4,841
-30
440
$290K 0.05%
24,116
-6,907
441
$290K 0.05%
15,855
-207
442
$290K 0.05%
8,912
+317
443
$288K 0.05%
17,985
+932
444
$287K 0.05%
18,056
+300
445
$287K 0.05%
21,778
-7,071
446
$286K 0.05%
12,615
-235
447
$285K 0.05%
5,262
+168
448
$284K 0.05%
3,107
+59
449
$284K 0.05%
7,327
+408
450
$283K 0.05%
+14,600
16 17
18
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