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
426
$358K 0.05%
2,695
-110
427
$355K 0.05%
7,195
+361
428
$349K 0.05%
6,596
-63
429
$347K 0.05%
8,915
430
$346K 0.05%
10,478
+1,383
431
$346K 0.05%
6,047
-187
432
$346K 0.05%
1,586
-156
433
$346K 0.05%
15,985
-97
434
$344K 0.05%
7,946
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435
$344K 0.05%
2,081
436
$343K 0.05%
9,588
+864
437
$343K 0.05%
+4,378
438
$340K 0.05%
8,852
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439
$338K 0.05%
8,800
-341
440
$337K 0.05%
1,984
+54
441
$336K 0.05%
4,585
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442
$334K 0.05%
43,570
+5,269
443
$334K 0.05%
100,124
-3,492
444
$330K 0.04%
18,917
-1,082
445
$329K 0.04%
26,433
-38
446
$328K 0.04%
3,194
-35
447
$328K 0.04%
39,778
-7,764
448
$327K 0.04%
4,700
449
$327K 0.04%
2,432
+29
450
$323K 0.04%
6,675
+150
16 17
18
19 20