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
451
$322K 0.04%
7,968
-584
452
$322K 0.04%
49,990
+1,385
453
$321K 0.04%
1,392
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454
$321K 0.04%
6,350
-1,020
455
$320K 0.04%
8,495
+466
456
$320K 0.04%
5,349
+1,705
457
$319K 0.04%
3,374
-46
458
$319K 0.04%
4,673
+1,142
459
$318K 0.04%
3,930
+188
460
$318K 0.04%
5,310
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461
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462
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6,800
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463
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4,284
-178
464
$313K 0.04%
3,017
-462
465
$313K 0.04%
15,003
+189
466
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3,146
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467
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899
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468
$306K 0.04%
2,083
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469
$302K 0.04%
2,186
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470
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+5,880
471
$299K 0.04%
16,001
+4,347
472
$298K 0.04%
29,681
-7,801
473
$298K 0.04%
8,469
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474
$297K 0.04%
10,974
-205
475
$296K 0.04%
11,486
+1,941
17 18
19
20 21