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
876
$143K 0.01%
20,200
877
$136K 0.01%
14,624
-4,773
878
$134K 0.01%
47,926
-9,806
879
$131K 0.01%
29,120
-7,586
880
$126K 0.01%
15,003
881
$124K 0.01%
1,947
+370
882
$122K 0.01%
14,579
+4,569
883
$118K 0.01%
34,584
-16,273
884
$114K 0.01%
5,424
+2,807
885
$114K 0.01%
13,865
+821
886
$113K 0.01%
8
887
$111K 0.01%
15,141
+2,879
888
$110K 0.01%
+10,185
889
$108K 0.01%
+27,533
890
$105K 0.01%
10,725
891
$103K 0.01%
20,185
+905
892
$103K 0.01%
11,735
-1,767
893
$101K 0.01%
21,717
-743
894
$97K 0.01%
2,908
-425
895
$97K 0.01%
11,598
896
$95K 0.01%
249
+11
897
$92K 0.01%
10,028
-74
898
$89K 0.01%
+19,545
899
$87K ﹤0.01%
14,771
900
$84K ﹤0.01%
10,531
34 35
36
37 38