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
526
$491K 0.03%
63,000
527
$489K 0.03%
5,937
+574
528
$489K 0.03%
5,505
-4
529
$489K 0.03%
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530
$488K 0.03%
27,630
-586
531
$486K 0.03%
6,919
+54
532
$486K 0.03%
27,234
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533
$485K 0.03%
37,652
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534
$483K 0.03%
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535
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4,822
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536
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15,869
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537
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23,128
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538
$479K 0.03%
2,341
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539
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2,610
+180
540
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541
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7,848
544
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1,934
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887
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546
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37,545
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547
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2,594
+180
548
$469K 0.03%
1,738
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549
$465K 0.03%
1,840
+151
550
$465K 0.03%
14,747
+1,900
20 21
22
23 24