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
726
$283K 0.02%
4,684
+347
727
$283K 0.02%
1,829
-109
728
$282K 0.02%
2,688
+72
729
$281K 0.02%
47,897
+471
730
$281K 0.02%
4,159
-83
731
$281K 0.02%
644
-9
732
$280K 0.02%
837
+22
733
$280K 0.02%
10,147
-12
734
$279K 0.02%
1,527
+170
735
$278K 0.02%
4,575
+187
736
$278K 0.02%
40,594
+24,999
737
$277K 0.02%
1,590
+101
738
$277K 0.02%
17,735
-500
739
$276K 0.02%
224
-1
740
$275K 0.02%
1,621
+25
741
$274K 0.02%
1,120
+39
742
$274K 0.02%
2,020
+145
743
$272K 0.02%
4,917
+63
744
$271K 0.02%
2,565
+16
745
$271K 0.02%
31,378
+9,443
746
$270K 0.02%
5,817
-240
747
$269K 0.02%
1,503
+14
748
$269K 0.02%
105,591
+7,515
749
$268K 0.02%
12,680
+118
750
$268K 0.02%
1,012
+35
28 29
30
31 32