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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.18%
17,431
-1,309
127
$1.34M 0.18%
7,935
+25
128
$1.34M 0.18%
6,931
+17
129
$1.33M 0.18%
19,790
+153
130
$1.32M 0.18%
20,127
-26
131
$1.31M 0.18%
12,882
132
$1.31M 0.18%
11,641
+194
133
$1.29M 0.17%
10,359
+144
134
$1.26M 0.17%
10,158
+326
135
$1.25M 0.17%
26,364
-1,431
136
$1.23M 0.17%
23,850
137
$1.2M 0.16%
7,334
+3,596
138
$1.2M 0.16%
21,394
-1,774
139
$1.2M 0.16%
4,927
+154
140
$1.2M 0.16%
4,018
+79
141
$1.2M 0.16%
15,695
-617
142
$1.19M 0.16%
18,401
-2,159
143
$1.18M 0.16%
9,291
-908
144
$1.18M 0.16%
29,374
-1,643
145
$1.18M 0.16%
13,039
-128
146
$1.16M 0.16%
12,488
-115
147
$1.16M 0.16%
2,322
+139
148
$1.15M 0.16%
21,353
+144
149
$1.15M 0.16%
3,884
-16
150
$1.14M 0.15%
24,540
+228
4 5
6
7 8