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
526
$287K 0.04%
9,805
-1,220
527
$286K 0.04%
6,000
528
$284K 0.04%
2,127
+15
529
$284K 0.04%
7,350
530
$283K 0.04%
13,800
531
$280K 0.03%
4,032
+231
532
$279K 0.03%
+10,059
533
$279K 0.03%
1,555
534
$277K 0.03%
3,100
-72
535
$277K 0.03%
11,113
-1,466
536
$277K 0.03%
24,396
+1,296
537
$276K 0.03%
5,484
538
$275K 0.03%
5,025
539
$273K 0.03%
+9,169
540
$273K 0.03%
+7,440
541
$270K 0.03%
4,765
+2,838
542
$270K 0.03%
2,429
-543
543
$269K 0.03%
8,587
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544
$269K 0.03%
1,715
-72
545
$269K 0.03%
5,569
546
$268K 0.03%
17,684
-216
547
$268K 0.03%
6,065
548
$267K 0.03%
11,464
-44
549
$266K 0.03%
3,467
+301
550
$265K 0.03%
1,462
+84
20 21
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