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
426
$395K 0.05%
16,040
-1,459
427
$395K 0.05%
7,959
-380
428
$394K 0.05%
39,926
-146
429
$393K 0.05%
6,693
-111
430
$393K 0.05%
3,939
-232
431
$392K 0.05%
21,597
-4,691
432
$390K 0.05%
3,574
+74
433
$386K 0.05%
9,084
+423
434
$386K 0.05%
2,929
-83
435
$385K 0.05%
1,995
+124
436
$384K 0.05%
8,040
+52
437
$381K 0.05%
6,149
+548
438
$381K 0.05%
10,647
-796
439
$381K 0.05%
5,973
+444
440
$380K 0.05%
4,118
-150
441
$379K 0.05%
24,093
-5,917
442
$376K 0.05%
3,150
-42
443
$375K 0.05%
14,715
+1,362
444
$375K 0.05%
29,866
+2,762
445
$374K 0.05%
9,735
-261
446
$370K 0.05%
9,647
-358
447
$369K 0.05%
7,353
+99
448
$366K 0.05%
8,148
+297
449
$365K 0.05%
4,448
450
$363K 0.05%
6,300
-503
16 17
18
19 20