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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.28%
24,443
+3,334
77
$1.07M 0.27%
22,549
+2,413
78
$1.07M 0.27%
15,471
+791
79
$1.06M 0.27%
11,787
+638
80
$1.05M 0.27%
19,142
+1,150
81
$1.05M 0.27%
10,682
+671
82
$1.02M 0.26%
167,470
+19,383
83
$1.01M 0.26%
15,945
-1,035
84
$993K 0.25%
18,480
-817
85
$981K 0.25%
17,275
+1,202
86
$979K 0.25%
20,406
-119
87
$966K 0.25%
24,002
-41
88
$955K 0.24%
28,287
-5,428
89
$948K 0.24%
+51,445
90
$942K 0.24%
16,452
+1,190
91
$932K 0.24%
16,635
+810
92
$930K 0.24%
44,170
+4,925
93
$927K 0.24%
5,169
+172
94
$914K 0.23%
25,586
+1,004
95
$913K 0.23%
21,801
+1,430
96
$896K 0.23%
11,668
+1,096
97
$884K 0.23%
9,907
+670
98
$880K 0.23%
12,916
+2,189
99
$860K 0.22%
7,976
+220
100
$859K 0.22%
30,070
+2,227
2 3
4
5 6