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
176
$969K 0.13%
5,743
+499
177
$967K 0.13%
25,126
-660
178
$966K 0.13%
3,141
-96
179
$960K 0.13%
21,674
-575
180
$959K 0.13%
14,044
+553
181
$954K 0.13%
98,142
+4,264
182
$942K 0.13%
21,885
+717
183
$942K 0.13%
11,857
+603
184
$940K 0.13%
14,244
+22
185
$939K 0.13%
11,085
+298
186
$929K 0.13%
8,818
+73
187
$922K 0.12%
3,375
+1,851
188
$920K 0.12%
22,443
-1,659
189
$912K 0.12%
31,140
-154
190
$911K 0.12%
11,534
+166
191
$907K 0.12%
19,627
+417
192
$904K 0.12%
41,546
+3,250
193
$903K 0.12%
11,690
+1,315
194
$900K 0.12%
3,069
-391
195
$900K 0.12%
7,112
+60
196
$891K 0.12%
14,837
-206
197
$881K 0.12%
125,850
+6,414
198
$870K 0.12%
56,737
-2,462
199
$868K 0.12%
6,440
-39
200
$863K 0.12%
11,687
-50
6 7
8
9 10