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
51
$5.99M 0.34%
137,223
52
$5.85M 0.33%
9,102
-234
53
$5.82M 0.33%
73,916
-8,018
54
$5.71M 0.32%
31,251
+827
55
$5.7M 0.32%
18,647
-41
56
$5.58M 0.31%
114,292
+24,663
57
$5.56M 0.31%
115,194
+879
58
$5.52M 0.31%
21,929
+313
59
$5.52M 0.31%
47,185
+124
60
$5.13M 0.29%
91,542
+2,484
61
$4.99M 0.28%
99,231
-94
62
$4.96M 0.28%
19,197
+399
63
$4.91M 0.28%
56,356
-2,183
64
$4.91M 0.28%
95,269
-686
65
$4.78M 0.27%
189,145
+4,850
66
$4.7M 0.26%
43,547
+31
67
$4.65M 0.26%
24,695
-1,259
68
$4.63M 0.26%
78,137
+1,764
69
$4.61M 0.26%
27,388
+292
70
$4.48M 0.25%
38,196
-3,101
71
$4.46M 0.25%
18,102
+446
72
$4.45M 0.25%
16,284
+49
73
$4.44M 0.25%
19,201
-444
74
$4.34M 0.24%
23,420
+226
75
$4.32M 0.24%
77,741
+67
1 2
3
4 5