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
626
$120K 0.02%
16,456
-586
627
$119K 0.02%
56
628
$106K 0.01%
+14,433
629
$101K 0.01%
20,768
+37
630
$101K 0.01%
2,506
-549
631
$97K 0.01%
+3,901
632
$97K 0.01%
2,602
+587
633
$86K 0.01%
+10,893
634
$72K 0.01%
77,160
+46,501
635
$53K 0.01%
+11,502
636
$46K 0.01%
12,910
+2,781
637
$38K 0.01%
+1,352
638
$36K ﹤0.01%
12,051
639
$35K ﹤0.01%
220
640
$23K ﹤0.01%
+651
641
$18K ﹤0.01%
26,625
642
– –
-113,932
643
– –
-1,151
644
– –
-1,347
645
– –
-5,124
646
– –
-8,108
647
– –
-28,802
648
– –
-4,904
649
– –
-224,118
650
– –
-27,410
24 25
26
27 28