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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$971K 0.17%
64,990
+4,200
152
$970K 0.17%
6,387
+118
153
$969K 0.16%
7,309
+10
154
$965K 0.16%
11,907
+436
155
$965K 0.16%
16,188
-619
156
$957K 0.16%
10,827
+681
157
$957K 0.16%
7,073
158
$956K 0.16%
21,968
+1,595
159
$953K 0.16%
30,039
-2,230
160
$937K 0.16%
37,641
+700
161
$935K 0.16%
7,040
+27
162
$930K 0.16%
11,242
-270
163
$929K 0.16%
6,696
-22
164
$926K 0.16%
54,530
+761
165
$911K 0.16%
20,406
+2,066
166
$907K 0.15%
8,211
+235
167
$907K 0.15%
6,833
+1,191
168
$900K 0.15%
9,962
+15
169
$885K 0.15%
14,714
+285
170
$885K 0.15%
53,148
-687
171
$882K 0.15%
2,790
-15
172
$876K 0.15%
11,267
+74
173
$872K 0.15%
3,624
-176
174
$870K 0.15%
4,864
-84
175
$865K 0.15%
108,618
+9,111
5 6
7
8 9