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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.41%
102,438
+837
52
$3.22M 0.4%
40,310
+262
53
$3.18M 0.4%
37,751
-715
54
$3.13M 0.39%
48,258
-2,413
55
$3.07M 0.38%
17,661
-122
56
$3.02M 0.38%
84,560
+5,970
57
$3M 0.37%
47,998
+1,530
58
$2.96M 0.37%
12,243
-423
59
$2.93M 0.37%
47,138
+57
60
$2.91M 0.36%
27,467
+1,217
61
$2.78M 0.35%
8,055
-194
62
$2.73M 0.34%
14,374
-553
63
$2.64M 0.33%
17,983
-1,000
64
$2.64M 0.33%
16,534
+134
65
$2.64M 0.33%
65,763
-1,467
66
$2.6M 0.32%
25,033
+521
67
$2.57M 0.32%
19,813
+930
68
$2.54M 0.32%
16,052
+341
69
$2.51M 0.31%
38,663
+717
70
$2.48M 0.31%
21,196
+1,176
71
$2.41M 0.3%
20,398
+161
72
$2.39M 0.3%
17,700
+2,847
73
$2.37M 0.3%
8,674
-31
74
$2.37M 0.3%
31,896
+2,269
75
$2.36M 0.29%
29,340
-982
1 2
3
4 5