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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$802K 0.18%
15,159
-1,712
127
$796K 0.18%
67,501
-5,283
128
$792K 0.18%
6,974
+417
129
$783K 0.17%
9,625
-108
130
$782K 0.17%
28,811
-1,995
131
$781K 0.17%
4,188
+238
132
$778K 0.17%
6,539
+47
133
$776K 0.17%
+10,398
134
$768K 0.17%
7,655
+126
135
$768K 0.17%
3,003
+44
136
$767K 0.17%
18,098
+308
137
$766K 0.17%
5,186
+42
138
$763K 0.17%
9,373
-177
139
$762K 0.17%
30,096
+1,279
140
$759K 0.17%
17,691
+2,261
141
$756K 0.17%
9,529
+928
142
$755K 0.17%
6,766
-170
143
$748K 0.17%
6,242
+18
144
$744K 0.16%
8,407
+151
145
$744K 0.16%
6,087
+289
146
$733K 0.16%
+3,873
147
$732K 0.16%
5,571
-17
148
$732K 0.16%
124,675
+9,660
149
$727K 0.16%
7,580
150
$718K 0.16%
10,057
+384