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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.18%
86,540
+9,515
127
$686K 0.18%
3,835
+29
128
$684K 0.18%
7,995
-1,005
129
$683K 0.18%
15,479
+946
130
$683K 0.18%
89,497
+3,070
131
$681K 0.17%
33,220
+252
132
$679K 0.17%
15,334
+998
133
$662K 0.17%
7,522
+4
134
$660K 0.17%
11,753
+323
135
$656K 0.17%
27,148
+2,794
136
$649K 0.17%
8,914
+534
137
$644K 0.17%
9,581
+145
138
$642K 0.16%
9,329
-1,167
139
$640K 0.16%
15,238
-67
140
$629K 0.16%
19,971
+1,428
141
$626K 0.16%
5,726
+142
142
$625K 0.16%
7,601
+1,039
143
$625K 0.16%
35,963
+7,349
144
$624K 0.16%
5,998
+515
145
$621K 0.16%
5,084
+199
146
$618K 0.16%
53,165
+3,437
147
$618K 0.16%
126,105
+11,450
148
$616K 0.16%
5,635
+706
149
$615K 0.16%
19,304
+1,638
150
$610K 0.16%
44,210
+1,129
4 5
6
7 8