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
551
$105K 0.02%
14,949
+2,933
552
$100K 0.02%
+12,169
553
$99K 0.02%
33,813
+303
554
$99K 0.02%
10,466
-25
555
$95K 0.02%
17,224
556
$94K 0.02%
+8,091
557
$93K 0.02%
55,668
558
$92K 0.02%
+10,243
559
$38K 0.01%
10,138
-2,035
560
$35K 0.01%
2,029
+1,250
561
$33K 0.01%
+27,069
562
$17K ﹤0.01%
26,625
563
$5K ﹤0.01%
+12,537
564
– –
-12,341
565
– –
-4,239
566
– –
-2,319
567
– –
-2,677
568
– –
-2,800
569
– –
-13,280
570
– –
-3,224
571
– –
-8,043
572
– –
-13,068
573
– –
-266
574
– –
-13,128
575
– –
-11,249
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