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
576
$234K 0.03%
+2,052
577
$232K 0.03%
+6,036
578
$231K 0.03%
18,599
-30,249
579
$231K 0.03%
+5,555
580
$231K 0.03%
8,181
-2,187
581
$229K 0.03%
2,093
-111
582
$229K 0.03%
+4,096
583
$227K 0.03%
+650
584
$226K 0.03%
3,248
-2
585
$225K 0.03%
+3,500
586
$224K 0.03%
+3,673
587
$223K 0.03%
+3,346
588
$223K 0.03%
+4,021
589
$222K 0.03%
1,027
-33
590
$221K 0.03%
+2,169
591
$221K 0.03%
4,462
-2,336
592
$221K 0.03%
3,445
-2,316
593
$218K 0.03%
+2,649
594
$217K 0.03%
52,966
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595
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596
$216K 0.03%
+1,809
597
$215K 0.03%
+4,930
598
$215K 0.03%
+5,479
599
$215K 0.03%
+1,820
600
$214K 0.03%
+3,084
22 23
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