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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.72%
31,190
+2,103
27
$2.79M 0.71%
92,462
+4,220
28
$2.78M 0.71%
69,355
+4,135
29
$2.65M 0.68%
+294,318
30
$2.33M 0.6%
20,152
+780
31
$2.28M 0.58%
28,714
+2,764
32
$2.26M 0.58%
28,648
+3,354
33
$2.25M 0.58%
27,272
+2,034
34
$2.17M 0.56%
11,335
+1,602
35
$2.15M 0.55%
+171,319
36
$2.15M 0.55%
15,529
-970
37
$2.15M 0.55%
49,412
+104
38
$2.14M 0.55%
59,202
+2,915
39
$2.12M 0.54%
38,989
+795
40
$1.99M 0.51%
16,813
+1,667
41
$1.99M 0.51%
7,998
+87
42
$1.99M 0.51%
127,755
+14,177
43
$1.97M 0.5%
19,976
+950
44
$1.95M 0.5%
27,983
+2,038
45
$1.95M 0.5%
14,070
+812
46
$1.92M 0.49%
19,493
+612
47
$1.86M 0.48%
15,827
+493
48
$1.79M 0.46%
82,833
-3,231
49
$1.76M 0.45%
18,204
+1,437
50
$1.74M 0.45%
28,284
+1,864
1
2
3 4 5