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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.39%
21,052
-2,515
52
$2.87M 0.39%
31,021
+826
53
$2.86M 0.39%
100,080
-1,950
54
$2.83M 0.38%
25,687
-183
55
$2.81M 0.38%
17,051
-467
56
$2.8M 0.38%
41,755
+2,204
57
$2.79M 0.38%
84,857
-483
58
$2.75M 0.37%
38,843
+215
59
$2.69M 0.36%
14,571
-413
60
$2.62M 0.36%
59,073
+1,367
61
$2.61M 0.35%
15,637
-10,020
62
$2.6M 0.35%
20,187
-100
63
$2.6M 0.35%
75,798
+90
64
$2.56M 0.35%
46,218
-5,147
65
$2.55M 0.35%
430,920
+7,040
66
$2.55M 0.35%
7,182
67
$2.5M 0.34%
11,962
-153
68
$2.48M 0.34%
18,668
-1,183
69
$2.43M 0.33%
14,971
+181
70
$2.4M 0.33%
39,403
+469
71
$2.26M 0.31%
39,806
+1,341
72
$2.19M 0.3%
18,965
+407
73
$2.17M 0.29%
33,338
+2,863
74
$2.16M 0.29%
31,935
-3,093
75
$2.1M 0.28%
25,992
-3,203
1 2
3
4 5