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
176
$1.89M 0.11%
42,886
+242
177
$1.89M 0.11%
13,966
+516
178
$1.86M 0.1%
16,937
+2,898
179
$1.84M 0.1%
9,148
+449
180
$1.84M 0.1%
767
+16
181
$1.82M 0.1%
16,876
+337
182
$1.8M 0.1%
35,987
-131
183
$1.78M 0.1%
22,358
+7,017
184
$1.77M 0.1%
8,488
+741
185
$1.77M 0.1%
4,784
+225
186
$1.77M 0.1%
28,521
+894
187
$1.77M 0.1%
10,281
-66
188
$1.76M 0.1%
4,942
+207
189
$1.75M 0.1%
10,266
190
$1.75M 0.1%
40,273
+4,000
191
$1.74M 0.1%
14,029
+503
192
$1.73M 0.1%
12,659
+917
193
$1.73M 0.1%
38,813
+389
194
$1.72M 0.1%
13,251
+721
195
$1.72M 0.1%
13,965
+369
196
$1.68M 0.09%
11,424
+4
197
$1.67M 0.09%
12,130
+220
198
$1.65M 0.09%
51,332
+3,208
199
$1.64M 0.09%
5,466
-181
200
$1.64M 0.09%
28,250
6 7
8
9 10