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
651
$350K 0.02%
7,404
+188
652
$350K 0.02%
32,156
653
$350K 0.02%
3,700
+700
654
$350K 0.02%
8,847
-10
655
$350K 0.02%
18,374
-506
656
$350K 0.02%
3,060
+10
657
$350K 0.02%
14,337
+655
658
$348K 0.02%
11,568
+1,659
659
$348K 0.02%
3,002
-608
660
$347K 0.02%
3,145
661
$346K 0.02%
2,216
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662
$343K 0.02%
1,443
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663
$342K 0.02%
2,487
-113
664
$341K 0.02%
7,094
-312
665
$341K 0.02%
5,014
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666
$339K 0.02%
2,018
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667
$338K 0.02%
6,923
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668
$338K 0.02%
8,329
+21
669
$338K 0.02%
499
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670
$337K 0.02%
12,009
671
$337K 0.02%
19,178
672
$336K 0.02%
8,558
-358
673
$336K 0.02%
3,613
-329
674
$335K 0.02%
36,704
-4,989
675
$334K 0.02%
4,289
+58
25 26
27
28 29