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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.21%
24,610
+2,564
102
$1.58M 0.21%
35,421
+2,242
103
$1.57M 0.21%
20,859
+3,423
104
$1.54M 0.21%
18,028
+1,248
105
$1.54M 0.21%
17,987
-291
106
$1.53M 0.21%
6,929
-82
107
$1.53M 0.21%
14,392
+1,942
108
$1.5M 0.2%
10,396
-136
109
$1.49M 0.2%
42,410
+2,574
110
$1.48M 0.2%
41,255
+988
111
$1.47M 0.2%
67,939
-3,483
112
$1.45M 0.2%
141,455
-1,070
113
$1.45M 0.2%
62,822
-1,564
114
$1.4M 0.19%
27,802
+5,884
115
$1.4M 0.19%
+57,660
116
$1.39M 0.19%
33,392
+1,132
117
$1.39M 0.19%
4,040
+5
118
$1.38M 0.19%
5,815
-274
119
$1.38M 0.19%
7,502
-20
120
$1.35M 0.18%
9,388
+457
121
$1.35M 0.18%
6,629
+110
122
$1.35M 0.18%
28,404
+1,204
123
$1.35M 0.18%
9,620
+1,466
124
$1.35M 0.18%
9,373
+120
125
$1.35M 0.18%
8,513
+130
3 4
5
6 7