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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.82M 0.23%
13,402
+278
102
$1.8M 0.22%
19,752
+373
103
$1.76M 0.22%
36,526
-299
104
$1.75M 0.22%
36,208
+4,568
105
$1.74M 0.22%
58,000
+2,930
106
$1.74M 0.22%
29,793
-144
107
$1.71M 0.21%
9,704
-273
108
$1.7M 0.21%
64,994
+302
109
$1.65M 0.2%
5,732
+167
110
$1.64M 0.2%
30,820
+1,157
111
$1.63M 0.2%
14,586
+1,135
112
$1.63M 0.2%
31,167
+5,068
113
$1.61M 0.2%
28,901
-32
114
$1.58M 0.2%
21,950
-49
115
$1.57M 0.2%
35,548
-440
116
$1.57M 0.2%
28,975
-564
117
$1.57M 0.2%
898
-61
118
$1.56M 0.19%
10,280
+8
119
$1.55M 0.19%
43,697
+1,816
120
$1.5M 0.19%
7,098
+292
121
$1.48M 0.18%
14,236
+1,085
122
$1.48M 0.18%
12,064
+92
123
$1.46M 0.18%
13,286
+404
124
$1.45M 0.18%
10,635
+221
125
$1.44M 0.18%
7,308
-642
3 4
5
6 7