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
176
$560K 0.14%
41,295
-409
177
$555K 0.14%
4,630
+131
178
$538K 0.14%
6,055
+629
179
$533K 0.14%
15,739
+2,977
180
$532K 0.14%
30,642
+222
181
$530K 0.14%
40,770
+3,255
182
$530K 0.14%
10,938
+845
183
$528K 0.14%
19,558
-1,315
184
$527K 0.14%
13,373
-2,319
185
$524K 0.13%
30,256
+1,908
186
$521K 0.13%
7,245
+279
187
$521K 0.13%
133,333
188
$514K 0.13%
3,571
+5
189
$502K 0.13%
7,495
-8,126
190
$498K 0.13%
5,246
+509
191
$498K 0.13%
2,998
+327
192
$498K 0.13%
14,224
+2,089
193
$495K 0.13%
55,260
-384
194
$491K 0.13%
84,395
+8,227
195
$491K 0.13%
12,594
-211
196
$489K 0.13%
6,944
+626
197
$489K 0.13%
3,547
+218
198
$489K 0.13%
5,370
+445
199
$487K 0.12%
8,355
-1,502
200
$477K 0.12%
16,416
+1,900
6 7
8
9 10