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
$1.61B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.02M
5
NFLX icon
Netflix
NFLX
+$726K

Top Sells

1
+$4.98M
2
+$3.93M
3
+$3.86M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.88M
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$1.51M

Sector Composition

1 Technology 21.97%
2 Financials 12.23%
3 Healthcare 11.27%
4 Consumer Discretionary 8.66%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.39M 0.15%
13,516
127
$2.39M 0.15%
23,994
+35
128
$2.35M 0.15%
27,731
-1,026
129
$2.35M 0.14%
10,110
+78
130
$2.33M 0.14%
123,696
+1,143
131
$2.33M 0.14%
85,050
+4,947
132
$2.29M 0.14%
9,468
133
$2.28M 0.14%
3,665
+101
134
$2.26M 0.14%
23,228
+118
135
$2.25M 0.14%
29,783
-1,669
136
$2.25M 0.14%
12,333
+139
137
$2.24M 0.14%
42,446
+12
138
$2.23M 0.14%
77,449
+8,422
139
$2.21M 0.14%
36,310
+155
140
$2.21M 0.14%
307,730
141
$2.21M 0.14%
12,791
-5,537
142
$2.21M 0.14%
90,015
143
$2.2M 0.14%
47,485
-3,349
144
$2.17M 0.13%
55,265
-2,898
145
$2.15M 0.13%
6,420
-287
146
$2.14M 0.13%
32,493
+43
147
$2.14M 0.13%
22,593
+128
148
$2.12M 0.13%
30,225
149
$2.12M 0.13%
13,450
+195
150
$2.11M 0.13%
7,281
+12
4 5
6
7 8