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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.27M 0.18%
86,916
+1,866
102
$3.17M 0.18%
14,425
+470
103
$3.16M 0.18%
6,811
+29
104
$3.11M 0.17%
11,450
+1,340
105
$3.09M 0.17%
19,178
-199
106
$3.06M 0.17%
261,712
-4,220
107
$3.05M 0.17%
3,335
-48
108
$3.05M 0.17%
42,014
+452
109
$3.01M 0.17%
15,014
+327
110
$2.98M 0.17%
51,458
-34
111
$2.93M 0.16%
28,444
+713
112
$2.87M 0.16%
20,479
-795
113
$2.84M 0.16%
52,849
+1,482
114
$2.81M 0.16%
30,265
+1,617
115
$2.81M 0.16%
13,574
+453
116
$2.79M 0.16%
37,332
+41
117
$2.7M 0.15%
12,608
+275
118
$2.66M 0.15%
9,944
-166
119
$2.63M 0.15%
80,616
+3,167
120
$2.62M 0.15%
22,094
-2,422
121
$2.62M 0.15%
17,651
-136
122
$2.62M 0.15%
30,429
-2,070
123
$2.6M 0.15%
24,518
+524
124
$2.6M 0.15%
43,405
-9,710
125
$2.58M 0.14%
30,242
+459
3 4
5
6 7