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
476
$334K 0.04%
6,691
+1,285
477
$333K 0.04%
1,171
-1,696
478
$333K 0.04%
4,447
+292
479
$332K 0.04%
2,311
+158
480
$330K 0.04%
4,868
-1,962
481
$330K 0.04%
6,890
+299
482
$327K 0.04%
18,185
+2,200
483
$324K 0.04%
21,788
-1,012
484
$323K 0.04%
4,502
-13
485
$323K 0.04%
25,070
+316
486
$323K 0.04%
3,822
487
$322K 0.04%
5,923
+1,152
488
$321K 0.04%
4,267
+128
489
$320K 0.04%
5,946
+434
490
$320K 0.04%
1,595
-103
491
$319K 0.04%
3,001
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492
$319K 0.04%
3,755
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493
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24,761
-1,631
494
$319K 0.04%
6,697
+1,325
495
$319K 0.04%
+84,968
496
$317K 0.04%
6,506
-61
497
$314K 0.04%
6,310
-752
498
$314K 0.04%
3,351
-55
499
$313K 0.04%
1,081
+59
500
$313K 0.04%
6,987
+765
18 19
20
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