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
501
$225K 0.04%
10,332
+439
502
$224K 0.04%
2,484
+4
503
$224K 0.04%
8,816
+150
504
$221K 0.04%
3,990
-61
505
$220K 0.04%
+2,233
506
$219K 0.04%
27,382
-1,016
507
$219K 0.04%
+2,280
508
$218K 0.04%
+8,863
509
$218K 0.04%
+8,420
510
$217K 0.04%
6,817
+500
511
$217K 0.04%
+6,300
512
$214K 0.04%
+1,434
513
$214K 0.04%
+3,393
514
$214K 0.04%
2,091
-256
515
$212K 0.04%
4,828
+99
516
$211K 0.04%
1,672
+23
517
$209K 0.04%
+3,262
518
$208K 0.04%
4,351
-67
519
$207K 0.04%
+2,624
520
$206K 0.04%
1,887
-589
521
$206K 0.04%
+4,891
522
$206K 0.04%
+5,217
523
$206K 0.04%
+1,076
524
$206K 0.04%
+4,891
525
$205K 0.03%
+3,085
19 20
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