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
576
$427K 0.02%
1,678
577
$424K 0.02%
38,582
-2,207
578
$423K 0.02%
43,000
-2,000
579
$422K 0.02%
2,839
-2
580
$422K 0.02%
9,848
-655
581
$422K 0.02%
6,423
-6
582
$421K 0.02%
62,058
-237
583
$419K 0.02%
4,066
+460
584
$419K 0.02%
1,303
-71
585
$417K 0.02%
4,956
+204
586
$414K 0.02%
9,222
+106
587
$412K 0.02%
8,662
-3
588
$412K 0.02%
4,805
+208
589
$411K 0.02%
9,822
+3,258
590
$411K 0.02%
2,231
-298
591
$410K 0.02%
3,530
-1,910
592
$408K 0.02%
6,415
593
$406K 0.02%
4,564
+165
594
$406K 0.02%
8,477
-123
595
$404K 0.02%
18,373
-8,029
596
$404K 0.02%
1,947
+87
597
$403K 0.02%
3,333
+573
598
$402K 0.02%
10,433
599
$401K 0.02%
1,482
+48
600
$400K 0.02%
47,625
+13,575
22 23
24
25 26