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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.39%
11,640
+321
52
$2.26M 0.38%
7,102
53
$2.25M 0.38%
15,932
+799
54
$2.17M 0.37%
37,228
+4,850
55
$2.13M 0.36%
47,675
-3,266
56
$2.06M 0.35%
14,279
+117
57
$2.03M 0.35%
18,680
+792
58
$2.02M 0.34%
23,067
-2,000
59
$2M 0.34%
24,899
+158
60
$1.97M 0.34%
27,149
-72
61
$1.93M 0.33%
32,772
-2,526
62
$1.9M 0.32%
24,737
+352
63
$1.88M 0.32%
15,448
+522
64
$1.88M 0.32%
17,913
+466
65
$1.86M 0.32%
11,646
+916
66
$1.8M 0.31%
13,897
-1,130
67
$1.79M 0.3%
17,043
-1,319
68
$1.78M 0.3%
23,156
+3,675
69
$1.73M 0.29%
35,589
+2,431
70
$1.71M 0.29%
32,874
-210
71
$1.68M 0.29%
898
+53
72
$1.67M 0.28%
74,688
+672
73
$1.64M 0.28%
18,472
+2,531
74
$1.58M 0.27%
12,372
+225
75
$1.5M 0.26%
35,006
+1,616
1 2
3
4 5