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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.28%
41,084
+1,264
77
$2.06M 0.28%
8,807
+103
78
$2.06M 0.28%
1,014
+34
79
$2.05M 0.28%
15,288
-61
80
$1.98M 0.27%
14,793
-1,840
81
$1.96M 0.27%
28,192
+595
82
$1.93M 0.26%
13,985
+145
83
$1.92M 0.26%
14,103
+711
84
$1.85M 0.25%
23,500
-1,047
85
$1.85M 0.25%
36,945
-170
86
$1.82M 0.25%
139,203
-14,284
87
$1.82M 0.25%
21,870
-617
88
$1.8M 0.24%
41,793
-141
89
$1.78M 0.24%
8,615
+143
90
$1.77M 0.24%
18,060
-368
91
$1.75M 0.24%
19,995
+247
92
$1.74M 0.24%
30,124
+816
93
$1.73M 0.23%
8,450
+358
94
$1.67M 0.23%
12,327
+330
95
$1.65M 0.22%
12,189
+213
96
$1.65M 0.22%
77,544
+5,781
97
$1.63M 0.22%
33,305
-499
98
$1.62M 0.22%
26,705
-185
99
$1.6M 0.22%
28,735
+937
100
$1.59M 0.21%
16,601
-894
2 3
4
5 6