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
26
$4.74M 0.64%
204,200
-655
27
$4.7M 0.64%
24,090
-36
28
$4.38M 0.59%
78,600
+2,620
29
$4.33M 0.59%
153,622
-728
30
$4.26M 0.58%
76,804
+1,027
31
$4.21M 0.57%
17,139
+146
32
$4.08M 0.55%
86,321
+98
33
$4.04M 0.55%
166,369
+16,378
34
$3.97M 0.54%
36,446
-1,390
35
$3.56M 0.48%
21,738
-150
36
$3.53M 0.48%
45,190
-4,403
37
$3.25M 0.44%
13,344
+213
38
$3.22M 0.44%
17,373
+126
39
$3.21M 0.43%
82,010
-2,040
40
$3.21M 0.43%
72,762
-2,303
41
$3.19M 0.43%
20,358
+630
42
$3.19M 0.43%
46,019
+259
43
$3.17M 0.43%
16,101
-8
44
$3.14M 0.43%
46,973
-1,083
45
$3.11M 0.42%
70,979
-2,854
46
$3.06M 0.41%
83,604
+217
47
$3.05M 0.41%
9,099
-1,269
48
$3.04M 0.41%
38,166
+839
49
$3M 0.41%
59,532
+2,158
50
$2.96M 0.4%
20,911
+602
1
2
3 4 5