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
601
$213K 0.03%
+2,453
602
$213K 0.03%
4,581
-77
603
$213K 0.03%
37,708
+1,993
604
$212K 0.03%
17,573
+534
605
$210K 0.03%
1,228
-125
606
$210K 0.03%
2,024
-59
607
$210K 0.03%
+3,381
608
$210K 0.03%
+12,057
609
$209K 0.03%
48,565
+7,300
610
$208K 0.03%
4,321
-901
611
$208K 0.03%
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612
$207K 0.03%
+2,305
613
$206K 0.03%
+781
614
$204K 0.03%
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615
$204K 0.03%
16,050
-9,811
616
$204K 0.03%
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617
$203K 0.03%
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618
$203K 0.03%
+1,153
619
$202K 0.03%
17,668
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620
$202K 0.03%
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621
$201K 0.03%
+9,644
622
$200K 0.02%
+2,514
623
$200K 0.02%
15,305
+1,951
624
$199K 0.02%
18,122
-333
625
$191K 0.02%
4,572
+323
23 24
25
26 27