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
476
$559K 0.03%
2,963
+127
477
$557K 0.03%
16,169
-304
478
$556K 0.03%
5,020
+216
479
$554K 0.03%
26,152
-108
480
$554K 0.03%
4,500
+55
481
$550K 0.03%
4,493
-50
482
$550K 0.03%
7,963
-120
483
$548K 0.03%
2,791
-3
484
$548K 0.03%
10,474
+778
485
$546K 0.03%
5,671
+288
486
$546K 0.03%
6,736
+18
487
$545K 0.03%
21,770
+1,295
488
$539K 0.03%
5,953
-726
489
$538K 0.03%
6,048
-332
490
$538K 0.03%
32,789
-1,088
491
$538K 0.03%
25,000
492
$535K 0.03%
20,611
-6,272
493
$535K 0.03%
29,367
+99
494
$534K 0.03%
10,690
+5,206
495
$532K 0.03%
22,132
+1,236
496
$530K 0.03%
7,938
+481
497
$529K 0.03%
4,633
+6
498
$529K 0.03%
6,232
+202
499
$527K 0.03%
9,269
-23
500
$527K 0.03%
33,686
+2,323
18 19
20
21 22