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
551
$465K 0.03%
21,335
+218
552
$464K 0.03%
15,000
553
$462K 0.03%
9,031
-239
554
$461K 0.03%
3,941
+206
555
$461K 0.03%
6,297
+73
556
$458K 0.03%
4,005
+71
557
$453K 0.03%
5,206
+159
558
$451K 0.03%
5,093
+54
559
$448K 0.03%
40,803
+946
560
$445K 0.03%
3,816
-368
561
$445K 0.03%
3,414
+31
562
$442K 0.02%
1,981
-27
563
$442K 0.02%
6,476
564
$442K 0.02%
2,936
+102
565
$440K 0.02%
12,815
566
$438K 0.02%
6,090
+535
567
$437K 0.02%
7,776
-7,096
568
$437K 0.02%
2,700
569
$436K 0.02%
770
-7
570
$435K 0.02%
1,712
+106
571
$434K 0.02%
7,637
-1,696
572
$431K 0.02%
3,743
+127
573
$431K 0.02%
9,160
+498
574
$431K 0.02%
44,688
+4,626
575
$430K 0.02%
6,351
+588
21 22
23
24 25