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
26
$5.07M 0.63%
26,436
+934
27
$4.83M 0.6%
500,000
-390
28
$4.74M 0.59%
185,984
-21,868
29
$4.71M 0.59%
80,220
+4,520
30
$4.64M 0.58%
37,844
+177
31
$4.58M 0.57%
18,522
+724
32
$4.49M 0.56%
78,091
-26,469
33
$4.48M 0.56%
162,423
+11,563
34
$4.47M 0.56%
111,810
-4,800
35
$4.36M 0.54%
176,260
-505
36
$4.26M 0.53%
72,113
+3,132
37
$4.26M 0.53%
92,110
-24,205
38
$4.04M 0.5%
94,223
-200
39
$4.01M 0.5%
17,051
+522
40
$3.89M 0.48%
20,499
-4
41
$3.79M 0.47%
21,556
-75
42
$3.74M 0.47%
69,694
+2,285
43
$3.71M 0.46%
79,120
+1,232
44
$3.69M 0.46%
76,430
+1,623
45
$3.69M 0.46%
13,828
+91
46
$3.63M 0.45%
21,720
+1,278
47
$3.62M 0.45%
19,857
+1,328
48
$3.55M 0.44%
9,302
+39
49
$3.5M 0.44%
85,550
-708
50
$3.38M 0.42%
39,294
+1,192
1
2
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