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
151
$2.24M 0.13%
41,615
+3,324
152
$2.21M 0.12%
88,194
-1,821
153
$2.18M 0.12%
35,587
-723
154
$2.17M 0.12%
6,159
+317
155
$2.15M 0.12%
8,723
+271
156
$2.13M 0.12%
18,650
+802
157
$2.12M 0.12%
45,888
+1,923
158
$2.1M 0.12%
4,537
+49
159
$2.1M 0.12%
20,448
-1,684
160
$2.09M 0.12%
21,978
-615
161
$2.08M 0.12%
111,897
-181,707
162
$2.06M 0.12%
12,791
163
$2.06M 0.12%
6,765
+2
164
$2.04M 0.11%
14,979
+95
165
$2.01M 0.11%
112,556
+6,581
166
$1.98M 0.11%
21,261
+1,603
167
$1.98M 0.11%
11,236
+321
168
$1.97M 0.11%
5,476
-5
169
$1.96M 0.11%
29,616
+1,865
170
$1.94M 0.11%
4,519
-52
171
$1.94M 0.11%
26,980
+1,120
172
$1.92M 0.11%
7,840
+383
173
$1.92M 0.11%
4,922
+142
174
$1.9M 0.11%
6,382
+40
175
$1.89M 0.11%
38,739
+325
5 6
7
8 9