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
901
$72K ﹤0.01%
17,648
+2,962
902
$72K ﹤0.01%
27,289
+6,753
903
$63K ﹤0.01%
2,747
904
$62K ﹤0.01%
10,709
-1,679
905
$47K ﹤0.01%
+13,085
906
$32K ﹤0.01%
26,625
907
$24K ﹤0.01%
13,354
-2,642
908
$20K ﹤0.01%
13
909
– –
-7
910
– –
-8,958
911
– –
-1,361
912
– –
-1,821
913
– –
-7,534
914
– –
-3,580
915
– –
-6,361
916
– –
-7,491
917
– –
-8,547
918
– –
-1,246
919
– –
-4,743
920
– –
-4,109
921
– –
-4,061
922
– –
-4,837
923
– –
-2,312
924
– –
-1,393
925
– –
-8,008
35 36
37
38 39