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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.29%
14,181
-37
77
$2.33M 0.29%
15,877
+653
78
$2.25M 0.28%
8,619
-221
79
$2.25M 0.28%
11,424
+269
80
$2.25M 0.28%
19,487
-303
81
$2.18M 0.27%
8,961
-169
82
$2.14M 0.27%
13,482
+333
83
$2.12M 0.26%
44,530
-1,011
84
$2.09M 0.26%
48,653
+3,990
85
$2.06M 0.26%
30,825
+2,037
86
$2.05M 0.26%
12,523
+1,273
87
$2.04M 0.25%
25,213
-624
88
$2M 0.25%
40,945
+1,207
89
$1.97M 0.25%
18,015
-32
90
$1.97M 0.25%
22,279
-3,199
91
$1.96M 0.24%
437,360
+63,520
92
$1.95M 0.24%
39,106
+12,867
93
$1.93M 0.24%
17,955
+595
94
$1.93M 0.24%
17,632
+675
95
$1.92M 0.24%
77,154
-2,133
96
$1.87M 0.23%
32,597
+1,015
97
$1.85M 0.23%
45,808
+1,268
98
$1.85M 0.23%
4,074
-67
99
$1.83M 0.23%
24,253
+1,927
100
$1.83M 0.23%
12,646
+353
2 3
4
5 6