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
626
$377K 0.02%
4,680
-53
627
$374K 0.02%
25,750
628
$373K 0.02%
26,636
629
$370K 0.02%
8,723
-165
630
$370K 0.02%
3,369
631
$369K 0.02%
921
+23
632
$369K 0.02%
5,244
-132
633
$367K 0.02%
13,284
+280
634
$367K 0.02%
12,675
-171
635
$367K 0.02%
6,307
-56
636
$365K 0.02%
778
+109
637
$364K 0.02%
2,812
-304
638
$358K 0.02%
6,364
-122
639
$356K 0.02%
17,077
+721
640
$355K 0.02%
2,971
-14
641
$355K 0.02%
7,942
-169
642
$354K 0.02%
5,720
+237
643
$354K 0.02%
3,205
644
$353K 0.02%
6,999
-19
645
$353K 0.02%
15,000
646
$352K 0.02%
5,935
-97
647
$352K 0.02%
10,927
-192
648
$352K 0.02%
11,063
+27
649
$351K 0.02%
8,145
+75
650
$351K 0.02%
11,634
-3,488
24 25
26
27 28