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
201
$476K 0.12%
4,034
+154
202
$474K 0.12%
7,902
-154
203
$471K 0.12%
2,527
+65
204
$470K 0.12%
10,860
-489
205
$469K 0.12%
126,416
+15,098
206
$469K 0.12%
13,481
+194
207
$468K 0.12%
26,499
-2,856
208
$467K 0.12%
4,097
209
$464K 0.12%
6,050
210
$462K 0.12%
11,512
+607
211
$460K 0.12%
12,342
+2,253
212
$456K 0.12%
4,159
+372
213
$453K 0.12%
1,974
+523
214
$447K 0.11%
49,142
-9,714
215
$445K 0.11%
10,325
-1,225
216
$445K 0.11%
2,170
-717
217
$442K 0.11%
28,968
-944
218
$442K 0.11%
34,550
+3,335
219
$442K 0.11%
6,936
+400
220
$442K 0.11%
80,425
-3,596
221
$441K 0.11%
4,024
222
$441K 0.11%
8,489
+311
223
$437K 0.11%
5,731
+478
224
$437K 0.11%
16,358
+5,260
225
$434K 0.11%
18,066
+1,844
7 8
9
10 11