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
501
$309K 0.04%
3,499
+365
502
$309K 0.04%
15,340
-1,074
503
$309K 0.04%
5,880
504
$309K 0.04%
8,479
+48
505
$308K 0.04%
2,388
+180
506
$307K 0.04%
6,046
-480
507
$306K 0.04%
6,113
-1,575
508
$304K 0.04%
4,447
+708
509
$304K 0.04%
34,283
+2,380
510
$304K 0.04%
9,235
-590
511
$303K 0.04%
5,862
-359
512
$303K 0.04%
34,582
-1,947
513
$302K 0.04%
10,243
+120
514
$301K 0.04%
3,145
+97
515
$300K 0.04%
1,155
-1,966
516
$299K 0.04%
9,445
-50
517
$298K 0.04%
15,749
-279
518
$297K 0.04%
5,615
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519
$296K 0.04%
2,417
-261
520
$294K 0.04%
6,727
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521
$292K 0.04%
8,941
-1,111
522
$291K 0.04%
14,258
-227
523
$290K 0.04%
13,075
-201
524
$290K 0.04%
2,885
+222
525
$289K 0.04%
4,027
-84
19 20
21
22 23