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
451
$363K 0.05%
4,585
+433
452
$363K 0.05%
22,255
-2,118
453
$362K 0.05%
8,947
-3,014
454
$361K 0.05%
25,562
-360
455
$359K 0.04%
25,133
+1,185
456
$358K 0.04%
11,679
+1,591
457
$356K 0.04%
8,245
+223
458
$356K 0.04%
+19,393
459
$356K 0.04%
33,694
-5,095
460
$355K 0.04%
3,001
-28
461
$352K 0.04%
9,800
-1,510
462
$349K 0.04%
+3,876
463
$348K 0.04%
8,404
-34
464
$348K 0.04%
4,700
465
$344K 0.04%
12,905
-1,328
466
$344K 0.04%
8,107
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467
$344K 0.04%
13,059
+403
468
$340K 0.04%
6,728
-312
469
$340K 0.04%
2,757
-2,625
470
$338K 0.04%
8,915
471
$338K 0.04%
5,694
+101
472
$337K 0.04%
1,690
+141
473
$334K 0.04%
+9,641
474
$334K 0.04%
5,202
+239
475
$334K 0.04%
4,855
+505
17 18
19
20 21