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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$648K 0.04%
2,544
427
$647K 0.04%
9,923
-230
428
$647K 0.04%
7,430
+40
429
$644K 0.04%
13,826
+339
430
$643K 0.04%
24,153
+1,490
431
$640K 0.04%
33,687
+732
432
$639K 0.04%
4,548
+47
433
$637K 0.04%
116,628
+6,073
434
$636K 0.04%
24,146
+1,476
435
$636K 0.04%
32,989
436
$635K 0.04%
13,472
+5,914
437
$629K 0.04%
15,708
438
$628K 0.04%
1,889
-27
439
$627K 0.04%
132,650
-3,444
440
$625K 0.04%
16,685
+759
441
$622K 0.03%
5,774
+77
442
$619K 0.03%
11,973
443
$618K 0.03%
6,101
+207
444
$616K 0.03%
14,696
-563
445
$615K 0.03%
2,680
-18
446
$612K 0.03%
21,513
-1,145
447
$612K 0.03%
4,780
+14
448
$611K 0.03%
10,765
+591
449
$611K 0.03%
6,711
+180
450
$611K 0.03%
2,347
+36
16 17
18
19 20