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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.18%
49,532
-10,250
127
$1.42M 0.18%
14,281
+7,467
128
$1.4M 0.17%
7,314
+334
129
$1.39M 0.17%
38,403
+4,789
130
$1.37M 0.17%
7,785
-11
131
$1.37M 0.17%
17,016
+1,356
132
$1.36M 0.17%
8,477
-437
133
$1.36M 0.17%
31,759
-3,174
134
$1.34M 0.17%
41,423
+145
135
$1.33M 0.17%
30,565
+7,822
136
$1.27M 0.16%
15,873
-32
137
$1.25M 0.16%
67,845
+19,649
138
$1.25M 0.16%
23,850
139
$1.25M 0.16%
17,293
+269
140
$1.24M 0.15%
24,772
+840
141
$1.23M 0.15%
145,615
-3,515
142
$1.21M 0.15%
12,815
+1,932
143
$1.21M 0.15%
4,022
+289
144
$1.2M 0.15%
20,348
+708
145
$1.19M 0.15%
269,058
+10,394
146
$1.19M 0.15%
+22,476
147
$1.19M 0.15%
8,467
-510
148
$1.18M 0.15%
20,722
-1,903
149
$1.17M 0.15%
7,503
150
$1.16M 0.15%
7,285
+1,131
4 5
6
7 8