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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.11M 0.19%
15,281
+3,007
127
$1.09M 0.19%
6,768
+130
128
$1.09M 0.19%
3,934
+185
129
$1.08M 0.18%
6,169
+711
130
$1.07M 0.18%
24,842
+862
131
$1.06M 0.18%
7,271
+164
132
$1.06M 0.18%
18,095
+5,202
133
$1.05M 0.18%
11,701
+25
134
$1.04M 0.18%
8,092
+172
135
$1.04M 0.18%
16,657
+615
136
$1.02M 0.17%
7,723
+604
137
$1.02M 0.17%
4,694
+37
138
$1.02M 0.17%
19,916
+289
139
$1.01M 0.17%
121,503
+8,777
140
$1.01M 0.17%
6,114
-240
141
$1.01M 0.17%
9,369
+189
142
$1.01M 0.17%
11,616
+829
143
$1M 0.17%
131,430
+10,260
144
$996K 0.17%
22,657
+253
145
$990K 0.17%
28,268
+2,616
146
$985K 0.17%
5,986
+258
147
$984K 0.17%
8,212
+518
148
$973K 0.17%
11,779
+241
149
$973K 0.17%
26,976
-32
150
$973K 0.17%
18,480
-4,220
4 5
6
7 8