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
76
$4.21M 0.24%
8,932
+195
77
$4.2M 0.24%
165,996
+4,721
78
$4.16M 0.23%
62,480
+2,800
79
$4.15M 0.23%
26,391
+459
80
$4.1M 0.23%
43,950
+1,182
81
$4.07M 0.23%
78,407
-2,226
82
$4.06M 0.23%
28,198
+1,869
83
$3.96M 0.22%
109,735
+29,620
84
$3.9M 0.22%
7,533
-18
85
$3.88M 0.22%
46,080
+2,466
86
$3.87M 0.22%
44,261
+1,123
87
$3.86M 0.22%
10,101
+527
88
$3.85M 0.22%
52,617
+3,995
89
$3.83M 0.21%
41,220
+1,170
90
$3.73M 0.21%
12,766
+160
91
$3.72M 0.21%
44,856
92
$3.72M 0.21%
59,669
-2,637
93
$3.67M 0.21%
16,321
+543
94
$3.6M 0.2%
19,063
-802
95
$3.55M 0.2%
58,047
+569
96
$3.42M 0.19%
15,373
+1,032
97
$3.35M 0.19%
16,054
+448
98
$3.31M 0.19%
20,230
+116
99
$3.3M 0.19%
33,569
+464
100
$3.29M 0.18%
56,507
-122
2 3
4
5 6