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
626
$190K 0.02%
41,021
-1,425
627
$186K 0.02%
14,519
+632
628
$185K 0.02%
26,293
+4,812
629
$161K 0.02%
88,873
630
$156K 0.02%
17,301
-11,251
631
$152K 0.02%
11,780
-7,656
632
$150K 0.02%
18,526
-4,495
633
$150K 0.02%
10,000
634
$150K 0.02%
11,404
-7,399
635
$149K 0.02%
12,905
+220
636
$149K 0.02%
10,966
-6,920
637
$144K 0.02%
10,229
-818
638
$140K 0.02%
15,629
639
$138K 0.02%
10,729
-6,797
640
$137K 0.02%
10,250
-6,838
641
$137K 0.02%
11,482
-7,716
642
$135K 0.02%
17,889
+2,131
643
$131K 0.02%
16,268
+1,206
644
$130K 0.02%
+11,276
645
$128K 0.02%
16,385
-6,950
646
$127K 0.02%
12,032
-8,086
647
$127K 0.02%
12,002
+494
648
$120K 0.01%
32,078
+2,311
649
$119K 0.01%
5,584
-862
650
$106K 0.01%
21,477
+1,539
24 25
26
27 28