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
601
$205K 0.03%
+928
602
$204K 0.03%
+4,339
603
$202K 0.03%
19,513
+740
604
$193K 0.03%
16,641
-60
605
$193K 0.03%
29,556
-2,250
606
$185K 0.03%
40,007
-10,511
607
$185K 0.03%
14,011
+567
608
$170K 0.02%
12,951
+213
609
$164K 0.02%
13,020
+497
610
$164K 0.02%
11,015
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611
$163K 0.02%
12,211
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612
$159K 0.02%
12,640
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613
$159K 0.02%
12,074
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614
$159K 0.02%
17,996
-5,162
615
$158K 0.02%
12,645
+1,850
616
$155K 0.02%
+10,000
617
$152K 0.02%
27,892
+2,009
618
$151K 0.02%
10,676
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619
$150K 0.02%
14,045
+566
620
$145K 0.02%
12,072
+480
621
$141K 0.02%
18,382
622
$132K 0.02%
11,541
+392
623
$132K 0.02%
12,247
+218
624
$127K 0.02%
+22,497
625
$121K 0.02%
+10,319
23 24
25
26 27