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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 0.62%
35,124
-300
27
$3.54M 0.6%
23,075
+436
28
$3.53M 0.6%
145,492
+9,959
29
$3.49M 0.59%
69,542
-182
30
$3.46M 0.59%
110,440
+2,076
31
$3.25M 0.55%
72,420
-1,474
32
$3.11M 0.53%
79,988
-1,030
33
$3.11M 0.53%
68,460
+2,240
34
$3.1M 0.53%
91,919
+127
35
$3.08M 0.52%
41,331
-152
36
$3.06M 0.52%
16,498
+459
37
$3.01M 0.51%
17,300
+441
38
$2.92M 0.5%
19,097
-980
39
$2.92M 0.5%
41,256
+5,318
40
$2.86M 0.49%
42,781
+913
41
$2.74M 0.47%
78,360
+1,643
42
$2.69M 0.46%
48,205
+92
43
$2.66M 0.45%
21,479
+312
44
$2.49M 0.42%
216,223
-8,334
45
$2.48M 0.42%
58,523
+5,900
46
$2.39M 0.41%
94,764
+711
47
$2.39M 0.41%
13,861
+835
48
$2.38M 0.4%
16,148
-1,925
49
$2.33M 0.4%
43,750
-881
50
$2.31M 0.39%
30,835
+1,700
1
2
3 4 5