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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.08M
3
+$1.01M
4
AMZN icon
Amazon
AMZN
+$945K
5
MSFT icon
Microsoft
MSFT
+$901K

Top Sells

1
+$888K
2
+$684K
3
+$641K
4
LUX
Luxottica Group
LUX
+$542K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$753K 0.13%
6,787
-793
202
$748K 0.13%
21,976
+1,827
203
$745K 0.13%
7,887
-118
204
$741K 0.13%
47,535
+6,085
205
$740K 0.13%
19,052
+542
206
$731K 0.12%
17,697
+215
207
$730K 0.12%
13,964
+1,454
208
$728K 0.12%
16,491
+303
209
$723K 0.12%
1,712
+15
210
$723K 0.12%
14,958
-70
211
$722K 0.12%
6,829
+626
212
$721K 0.12%
175,333
213
$712K 0.12%
6,585
+64
214
$710K 0.12%
12,597
-189
215
$709K 0.12%
16,747
+119
216
$702K 0.12%
4,192
+33
217
$700K 0.12%
6,973
+164
218
$700K 0.12%
3,357
+65
219
$697K 0.12%
9,485
-283
220
$697K 0.12%
25,428
-1,494
221
$696K 0.12%
5,480
222
$684K 0.12%
19,588
-262
223
$682K 0.12%
11,984
+238
224
$680K 0.12%
4,191
+246
225
$680K 0.12%
5,458
-8
7 8
9
10 11