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
476
$252K 0.04%
28,794
-958
477
$251K 0.04%
8,885
+246
478
$251K 0.04%
5,825
+2
479
$250K 0.04%
4,969
+47
480
$250K 0.04%
2,939
481
$246K 0.04%
4,499
+71
482
$246K 0.04%
3,271
+47
483
$245K 0.04%
1,197
+129
484
$245K 0.04%
44,538
+6,324
485
$245K 0.04%
18,091
+1,047
486
$245K 0.04%
15,050
-2,289
487
$244K 0.04%
1,985
-250
488
$242K 0.04%
16,605
-2,460
489
$241K 0.04%
5,216
+66
490
$239K 0.04%
3,709
-103
491
$238K 0.04%
1,928
+41
492
– –
0
493
$237K 0.04%
3,633
+51
494
$237K 0.04%
+2,797
495
$237K 0.04%
2,166
-893
496
$237K 0.04%
16,514
+1,101
497
$234K 0.04%
6,994
-192
498
$232K 0.04%
13,432
-94
499
$230K 0.04%
5,110
+175
500
$227K 0.04%
+3,214
18 19
20
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