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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.26%
17,796
+154
77
$1.5M 0.25%
10,577
-4
78
$1.49M 0.25%
21,700
+998
79
$1.48M 0.25%
37,163
+701
80
$1.48M 0.25%
6,663
-125
81
$1.45M 0.25%
13,140
+1,695
82
$1.44M 0.25%
11,564
+427
83
$1.44M 0.24%
30,035
+1,130
84
$1.44M 0.24%
19,371
+469
85
$1.43M 0.24%
13,976
-1,796
86
$1.43M 0.24%
6,416
+1,230
87
$1.42M 0.24%
14,104
+250
88
$1.4M 0.24%
59,772
+2,316
89
$1.4M 0.24%
25,269
+1,081
90
$1.38M 0.24%
16,807
-890
91
$1.35M 0.23%
9,273
+1,177
92
$1.35M 0.23%
209,948
+11,647
93
$1.32M 0.22%
20,090
-5,587
94
$1.31M 0.22%
61,328
+4,850
95
$1.31M 0.22%
10,801
-597
96
$1.31M 0.22%
183,727
-90,000
97
$1.3M 0.22%
16,136
+608
98
$1.3M 0.22%
10,930
+438
99
$1.3M 0.22%
359,120
+59,480
100
$1.29M 0.22%
17,311
-214
2 3
4
5 6