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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.14%
12,330
+446
152
$1.16M 0.14%
16,936
-977
153
$1.16M 0.14%
6,373
-509
154
$1.15M 0.14%
104,814
+2,688
155
$1.14M 0.14%
14,007
-202
156
$1.13M 0.14%
6,067
+241
157
$1.13M 0.14%
4,250
-49
158
$1.13M 0.14%
9,106
-2
159
$1.12M 0.14%
11,773
-184
160
$1.12M 0.14%
97,485
-38
161
$1.11M 0.14%
7,738
-600
162
$1.1M 0.14%
22,074
-218
163
$1.1M 0.14%
12,327
-365
164
$1.09M 0.14%
20,269
-8,018
165
$1.09M 0.14%
5,797
+502
166
$1.09M 0.14%
26,033
+9,602
167
$1.08M 0.14%
6,888
168
$1.08M 0.13%
3,121
-162
169
$1.08M 0.13%
12,256
+300
170
$1.07M 0.13%
16,215
+182
171
$1.07M 0.13%
10,667
-1,079
172
$1.07M 0.13%
15,676
-483
173
$1.07M 0.13%
17,880
-2,450
174
$1.07M 0.13%
25,334
+755
175
$1.06M 0.13%
11,353
+114
5 6
7
8 9