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
526
$204K 0.03%
+5,912
527
$204K 0.03%
24,876
+188
528
$203K 0.03%
7,446
-80
529
$203K 0.03%
+788
530
$203K 0.03%
+4,293
531
$203K 0.03%
+1,599
532
$202K 0.03%
12,721
-1,347
533
$201K 0.03%
+2,141
534
$200K 0.03%
+8,127
535
$199K 0.03%
10,191
-276
536
$193K 0.03%
12,096
-265
537
$180K 0.03%
44,619
+1,035
538
$171K 0.03%
13,093
-4,218
539
$169K 0.03%
13,280
-4,281
540
$169K 0.03%
13,188
-4,252
541
$163K 0.03%
13,766
-3,266
542
$162K 0.03%
13,968
-4,538
543
$162K 0.03%
17,791
-477
544
$161K 0.03%
11,749
-3,787
545
$161K 0.03%
12,284
-3,961
546
$149K 0.03%
11,082
-3,573
547
$144K 0.02%
+17,419
548
$129K 0.02%
10,319
-3,325
549
$126K 0.02%
11,408
+199
550
$106K 0.02%
18,382
20 21
22
23 24