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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$610K 0.16%
27,580
+1,912
152
$606K 0.16%
42,850
+3,376
153
$605K 0.16%
20,232
-1,165
154
$604K 0.15%
9,645
+880
155
$604K 0.15%
10,688
+884
156
$603K 0.15%
6,011
157
$601K 0.15%
6,037
+282
158
$600K 0.15%
8,641
+764
159
$599K 0.15%
8,125
160
$595K 0.15%
24,380
+3,176
161
$594K 0.15%
23,119
-9,504
162
$593K 0.15%
8,970
+315
163
$592K 0.15%
+19,083
164
$585K 0.15%
61,360
+9,460
165
$579K 0.15%
6,579
+523
166
$575K 0.15%
6,115
+283
167
$572K 0.15%
6,703
-91
168
$571K 0.15%
8,674
+997
169
$570K 0.15%
2,653
+207
170
$568K 0.15%
5,577
-515
171
$567K 0.15%
4,197
+304
172
$564K 0.14%
+7,982
173
$563K 0.14%
9,808
174
$563K 0.14%
8,107
+350
175
$561K 0.14%
54,370
+9,080
5 6
7
8 9