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
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$561K 0.12%
11,455
+413
202
$556K 0.12%
20,556
-252
203
$550K 0.12%
6,947
+3,500
204
$548K 0.12%
2,411
-17
205
$547K 0.12%
6,426
+2,490
206
$542K 0.12%
8,546
+880
207
$541K 0.12%
17,272
+354
208
$538K 0.12%
2,800
-140
209
$537K 0.12%
16,270
-1,003
210
$533K 0.12%
15,948
-1,193
211
$530K 0.12%
1,545
-40
212
$527K 0.12%
9,208
+311
213
$516K 0.11%
41,057
+3,105
214
$514K 0.11%
6,050
215
$513K 0.11%
3,906
+18
216
$512K 0.11%
6,661
-285
217
$510K 0.11%
18,867
-77
218
$507K 0.11%
10,083
-366
219
$502K 0.11%
11,098
-115
220
$501K 0.11%
39,150
+80
221
$499K 0.11%
38,510
-4,874
222
$496K 0.11%
17,530
+933
223
$495K 0.11%
3,552
+286
224
$492K 0.11%
4,146
+81
225
$492K 0.11%
11,051
-58