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
701
$305K 0.02%
2,027
+322
702
$305K 0.02%
8,487
+148
703
$304K 0.02%
211,568
+996
704
$304K 0.02%
2,200
-28
705
$303K 0.02%
3,677
-1,051
706
$302K 0.02%
3,818
-190
707
$302K 0.02%
+1,845
708
$300K 0.02%
6,276
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709
$297K 0.02%
5,860
710
$296K 0.02%
823
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711
$295K 0.02%
1,317
+22
712
$294K 0.02%
+5,559
713
$292K 0.02%
6,040
+40
714
$292K 0.02%
6,217
-699
715
$291K 0.02%
598
+10
716
$291K 0.02%
6,359
717
$291K 0.02%
19,461
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718
$290K 0.02%
3,792
+116
719
$290K 0.02%
3,160
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720
$290K 0.02%
10,266
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721
$289K 0.02%
3,762
-307
722
$287K 0.02%
6,427
+936
723
$286K 0.02%
9,405
-334
724
$286K 0.02%
2,497
+12
725
$283K 0.02%
1,692
+45
27 28
29
30 31