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
$957M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Sells

1 +$3.04M
2 +$2.75M
3 +$1.84M
4
XOM icon
Exxon Mobil
XOM
+$953K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$812K

Sector Composition

1 Technology 16.91%
2 Financials 14.22%
3 Communication Services 10.49%
4 Healthcare 10.39%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-36,413
727
-3,432
728
-3,533