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
176
$1.05M 0.13%
11,047
+90
177
$1.04M 0.13%
48,651
+2,016
178
$1.04M 0.13%
8,316
+1,059
179
$1.04M 0.13%
26,603
+3,026
180
$1.03M 0.13%
7,973
-405
181
$1.03M 0.13%
12,826
+83
182
$1.02M 0.13%
15,317
+424
183
$1.02M 0.13%
2,388
+72
184
$1.01M 0.13%
4,290
+176
185
$1.01M 0.13%
27,170
+4,807
186
$1M 0.12%
12,423
+224
187
$996K 0.12%
+30,419
188
$988K 0.12%
+19,060
189
$987K 0.12%
4,710
190
$982K 0.12%
12,077
+503
191
$982K 0.12%
14,063
+672
192
$981K 0.12%
10,678
+461
193
$980K 0.12%
7,612
-132
194
$974K 0.12%
3,223
+334
195
$964K 0.12%
15,234
-334
196
$961K 0.12%
5,052
+63
197
$951K 0.12%
18,861
+131
198
$948K 0.12%
23,183
-67
199
$942K 0.12%
34,666
+2,200
200
$936K 0.12%
25,250
+1,037
6 7
8
9 10