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
776
$246K 0.01%
4,626
-229
777
$246K 0.01%
1,054
+23
778
$246K 0.01%
1,202
+8
779
$245K 0.01%
5,843
+108
780
$244K 0.01%
16,228
+5,282
781
$244K 0.01%
1,691
+21
782
$243K 0.01%
+3,806
783
$242K 0.01%
10,861
+179
784
$242K 0.01%
+1,068
785
$242K 0.01%
1,736
+29
786
$241K 0.01%
2,399
+149
787
$241K 0.01%
1,199
+31
788
$240K 0.01%
15,164
-1,208
789
$239K 0.01%
+1,770
790
$237K 0.01%
12,203
791
$237K 0.01%
22,119
-598
792
$234K 0.01%
+1,539
793
$233K 0.01%
+3,096
794
$233K 0.01%
3,013
+155
795
$232K 0.01%
17,881
796
$232K 0.01%
10,386
-92
797
$232K 0.01%
+2,891
798
$231K 0.01%
7,319
+105
799
$231K 0.01%
5,078
+1,098
800
$230K 0.01%
8,791
-97
30 31
32
33 34