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
451
$607K 0.03%
4,585
-25
452
$605K 0.03%
15,960
+392
453
$605K 0.03%
3,960
+1,000
454
$605K 0.03%
8,366
+375
455
$602K 0.03%
3,477
-27
456
$599K 0.03%
2,276
-147
457
$596K 0.03%
1,599
-3
458
$595K 0.03%
5,145
+77
459
$591K 0.03%
9,758
+493
460
$586K 0.03%
12,404
+672
461
$584K 0.03%
5,052
+21
462
$584K 0.03%
8,349
+444
463
$582K 0.03%
1,320
+27
464
$582K 0.03%
1,525
-54
465
$575K 0.03%
16,105
+1,006
466
$574K 0.03%
11,521
-48
467
$571K 0.03%
2,638
+56
468
$569K 0.03%
14,389
+358
469
$569K 0.03%
7,030
-56
470
$567K 0.03%
9,869
+62
471
$566K 0.03%
24,491
+1,519
472
$562K 0.03%
21,607
-64
473
$560K 0.03%
13,931
-57
474
$560K 0.03%
2,368
-45
475
$559K 0.03%
10,754
+638
17 18
19
20 21