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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$234K 0.03%
2,321
-184
552
$233K 0.03%
4,025
553
$232K 0.03%
+5,313
554
$231K 0.03%
+9,724
555
$231K 0.03%
17,400
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556
$230K 0.03%
+2,875
557
$230K 0.03%
+4,652
558
$230K 0.03%
4,375
559
$229K 0.03%
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560
$229K 0.03%
2,280
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561
$228K 0.03%
8,195
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562
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563
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27,226
-2,097
566
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568
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570
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572
$222K 0.03%
17,052
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573
$222K 0.03%
1,652
574
$222K 0.03%
2,502
-57
575
$221K 0.03%
1,191
+10
21 22
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