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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.56M 0.14%
43,716
+1,270
127
$2.56M 0.14%
7,394
+326
128
$2.56M 0.14%
53,374
+5,889
129
$2.55M 0.14%
45,005
-1,435
130
$2.54M 0.14%
23,422
+194
131
$2.52M 0.14%
9,527
+59
132
$2.49M 0.14%
32,799
+306
133
$2.46M 0.14%
10,086
+678
134
$2.46M 0.14%
3,866
+16
135
$2.44M 0.14%
3,740
+21
136
$2.43M 0.14%
122,739
-957
137
$2.41M 0.14%
13,516
138
$2.4M 0.13%
23,219
-1,537
139
$2.35M 0.13%
10,017
+124
140
$2.35M 0.13%
307,730
141
$2.34M 0.13%
7,281
142
$2.33M 0.13%
3,583
-82
143
$2.31M 0.13%
38,306
-1,495
144
$2.3M 0.13%
17,825
+264
145
$2.29M 0.13%
54,332
-933
146
$2.29M 0.13%
34,225
+4,000
147
$2.29M 0.13%
6,672
+252
148
$2.29M 0.13%
13,229
+252
149
$2.27M 0.13%
60,504
+625
150
$2.24M 0.13%
21,106
+560
4 5
6
7 8