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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.22%
36,659
+998
102
$1.27M 0.22%
16,433
-10
103
$1.26M 0.22%
19,820
-57
104
$1.26M 0.21%
40,482
-54
105
$1.25M 0.21%
53,840
+7,450
106
$1.25M 0.21%
40,601
+1,780
107
$1.24M 0.21%
25,041
+359
108
$1.22M 0.21%
22,800
+5,970
109
$1.21M 0.21%
18,583
-211
110
$1.2M 0.2%
4,466
-40
111
$1.2M 0.2%
15,341
-588
112
$1.2M 0.2%
65,964
+3,831
113
$1.2M 0.2%
35,174
+3,478
114
$1.2M 0.2%
23,690
+408
115
$1.18M 0.2%
23,419
+2,694
116
$1.17M 0.2%
9,437
+1,342
117
$1.17M 0.2%
21,222
-98
118
$1.14M 0.19%
8,955
-83
119
$1.13M 0.19%
5,956
-89
120
$1.13M 0.19%
3,362
+51
121
$1.13M 0.19%
5,980
+152
122
$1.12M 0.19%
25,220
+435
123
$1.11M 0.19%
20,674
+1,205
124
$1.11M 0.19%
164,430
-984
125
$1.11M 0.19%
7,733
-1,368
3 4
5
6 7