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
851
$203K 0.01%
5,440
-2,134
852
$202K 0.01%
+5,597
853
$202K 0.01%
8,208
+117
854
$201K 0.01%
+1,561
855
$201K 0.01%
14,835
+4,335
856
$201K 0.01%
+2,530
857
$201K 0.01%
+1,310
858
$200K 0.01%
+1,673
859
$200K 0.01%
2,770
-117
860
$199K 0.01%
20,576
+547
861
$196K 0.01%
145
+10
862
$193K 0.01%
+10,213
863
$191K 0.01%
25,735
+87
864
$187K 0.01%
6,003
-2,683
865
$185K 0.01%
11,352
+639
866
$171K 0.01%
+16,819
867
$171K 0.01%
38,603
+11,344
868
$170K 0.01%
15,626
+278
869
$169K 0.01%
12,500
870
$169K 0.01%
16,367
-137
871
$168K 0.01%
10,396
872
$165K 0.01%
20,109
873
$160K 0.01%
29,797
+1,340
874
$157K 0.01%
10,000
875
$151K 0.01%
+16,708
33 34
35
36 37