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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$955K 0.21%
12,739
+1,521
102
$954K 0.21%
24,288
-254
103
$952K 0.21%
24,654
-264
104
$949K 0.21%
9,102
+186
105
$945K 0.21%
6,365
+313
106
$941K 0.21%
754
+14
107
$935K 0.21%
12,845
+567
108
$933K 0.21%
25,707
+975
109
$919K 0.2%
21,957
+2,310
110
$904K 0.2%
16,759
-113
111
$899K 0.2%
12,603
+465
112
$897K 0.2%
40,579
-4,996
113
$886K 0.2%
7,852
+285
114
$882K 0.2%
34,045
-305
115
$880K 0.2%
16,858
+341
116
$878K 0.19%
4,768
+2,501
117
$876K 0.19%
4,039
+51
118
$869K 0.19%
28,792
+5,040
119
$866K 0.19%
11,469
+827
120
$851K 0.19%
30,485
+7,902
121
$838K 0.19%
10,565
-263
122
$828K 0.18%
21,320
+1,062
123
$821K 0.18%
3,306
+86
124
$814K 0.18%
14,058
+2,372
125
$811K 0.18%
78,440
-32,045