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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.43%
34,030
+1,762
52
$1.65M 0.42%
20,434
+726
53
$1.64M 0.42%
12,521
-163
54
$1.59M 0.41%
13,706
+573
55
$1.59M 0.41%
10,162
+206
56
$1.55M 0.4%
54,614
+2,398
57
$1.55M 0.4%
27,221
+755
58
$1.54M 0.39%
20,739
+1,680
59
$1.48M 0.38%
54,572
+3,368
60
$1.43M 0.37%
16,176
-647
61
$1.37M 0.35%
25,110
+907
62
$1.33M 0.34%
12,261
+650
63
$1.29M 0.33%
8,947
+335
64
$1.28M 0.33%
14,255
+622
65
$1.26M 0.32%
18,302
+420
66
$1.25M 0.32%
30,508
+1,538
67
$1.22M 0.31%
25,760
+9,197
68
$1.22M 0.31%
14,539
+1,455
69
$1.21M 0.31%
22,700
70
$1.21M 0.31%
24,328
+999
71
$1.2M 0.31%
6,898
-256
72
$1.2M 0.31%
15,219
+911
73
$1.17M 0.3%
56,176
-3,730
74
$1.12M 0.29%
13,962
+425
75
$1.1M 0.28%
25,412
+614
1 2
3
4 5