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
101
$848K 0.22%
7,978
-35
102
$834K 0.21%
7,643
+111
103
$827K 0.21%
2,834
-618
104
$816K 0.21%
660
+51
105
$810K 0.21%
16,854
+3,137
106
$786K 0.2%
24,700
+3,058
107
$763K 0.2%
9,271
-1
108
$760K 0.19%
6,197
-948
109
$758K 0.19%
5,855
+279
110
$752K 0.19%
18,710
+936
111
$748K 0.19%
3,608
+250
112
$746K 0.19%
12,538
+1,376
113
$744K 0.19%
10,266
-548
114
$741K 0.19%
18,124
-258
115
$739K 0.19%
24,449
+941
116
$731K 0.19%
66,206
-1,259
117
$728K 0.19%
3,935
+553
118
$727K 0.19%
15,083
-1,879
119
$726K 0.19%
3,951
-127
120
$724K 0.19%
5,176
+430
121
$719K 0.18%
10,374
+543
122
$715K 0.18%
22,503
+2,023
123
$713K 0.18%
3,370
+208
124
$706K 0.18%
10,899
+2,035
125
$700K 0.18%
17,869
+403
3 4
5
6 7