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
26
$11.1M 0.62%
51,187
-182
27
$9.8M 0.55%
198,209
+18,345
28
$9.16M 0.51%
59,162
-41
29
$8.97M 0.5%
15,814
-168
30
$8.58M 0.48%
52,443
+1,421
31
$8.53M 0.48%
134,562
+4,700
32
$8.37M 0.47%
109,182
-51
33
$8.3M 0.47%
140,487
+6,711
34
$8.04M 0.45%
180,663
+5,789
35
$7.93M 0.45%
13,970
+37
36
$7.24M 0.41%
53,486
+1,227
37
$7.24M 0.41%
20,154
+74
38
$7.14M 0.4%
41,132
-67
39
$7.11M 0.4%
24,378
+507
40
$6.81M 0.38%
24,554
+8
41
$6.8M 0.38%
15,566
-194
42
$6.73M 0.38%
47,805
+2,037
43
$6.7M 0.38%
40,182
+661
44
$6.44M 0.36%
24,018
+626
45
$6.3M 0.35%
33,410
-1,014
46
$6.13M 0.34%
170,592
-16,960
47
$6.11M 0.34%
22,129
+293
48
$6.09M 0.34%
7,646
+230
49
$6.03M 0.34%
9,032
+203
50
$6.01M 0.34%
23,652
+1,128
1
2
3 4 5