LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$727K
3
+$667K
4
CNH
CNH Industrial
CNH
+$659K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$576K

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.63M
4
MSFT icon
Microsoft
MSFT
+$4.74M
5
AMZN icon
Amazon
AMZN
+$4.41M

Sector Composition

1 Technology 28.97%
2 Financials 10.55%
3 Consumer Discretionary 9.01%
4 Healthcare 8.18%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.31M 0.3%
26,577
-207
52
$6.28M 0.3%
55,488
-1,904
53
$5.87M 0.28%
27,695
+425
54
$5.87M 0.28%
20,236
-1,052
55
$5.76M 0.28%
51,754
-1,535
56
$5.69M 0.27%
9,055
-531
57
$5.65M 0.27%
46,776
-6,579
58
$5.5M 0.26%
35,835
-3,090
59
$5.5M 0.26%
88,377
-9,204
60
$5.29M 0.25%
34,806
-3,946
61
$5.23M 0.25%
26,892
-1,886
62
$4.98M 0.24%
21,836
-913
63
$4.89M 0.23%
21,322
-2,324
64
$4.85M 0.23%
12,073
+12
65
$4.79M 0.23%
3,784
-37
66
$4.78M 0.23%
49,161
-2,904
67
$4.77M 0.23%
39,515
-770
68
$4.69M 0.22%
63,366
-23,915
69
$4.67M 0.22%
10,098
-178
70
$4.65M 0.22%
32,097
-5,045
71
$4.64M 0.22%
211,676
-9,507
72
$4.61M 0.22%
28,338
-1,942
73
$4.56M 0.22%
35,405
+80
74
$4.56M 0.22%
69,577
-7,493
75
$4.54M 0.22%
15,515
-425
1 2
3
4 5