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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.15%
12,236
+112
152
$1.12M 0.15%
219,197
-15,986
153
$1.12M 0.15%
+16,086
154
$1.12M 0.15%
16,171
-251
155
$1.12M 0.15%
10,043
-264
156
$1.11M 0.15%
25,848
+29
157
$1.1M 0.15%
19,813
+197
158
$1.1M 0.15%
3,783
+355
159
$1.1M 0.15%
12,886
-293
160
$1.09M 0.15%
4,806
+15
161
$1.09M 0.15%
30,494
+2,681
162
$1.09M 0.15%
41,085
+468
163
$1.08M 0.15%
5,466
+266
164
$1.07M 0.15%
7,073
165
$1.07M 0.14%
12,527
+2,466
166
$1.06M 0.14%
13,011
+738
167
$1.06M 0.14%
11,643
+1,354
168
$1.05M 0.14%
21,233
+445
169
$1.05M 0.14%
8,861
170
$1.05M 0.14%
20,024
+1,779
171
$1.05M 0.14%
7,472
-61
172
$1.04M 0.14%
7,547
-40
173
$1.04M 0.14%
20,611
-3,265
174
$1.02M 0.14%
13,753
-83
175
$1.01M 0.14%
17,152
+279
5 6
7
8 9