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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$860K 0.12%
11,609
-3
202
$858K 0.12%
12,280
+1,799
203
$856K 0.12%
11,460
-571
204
$851K 0.12%
5,644
-223
205
$849K 0.11%
16,019
-14
206
$849K 0.11%
39,015
-470
207
$847K 0.11%
6,787
208
$846K 0.11%
14,780
-627
209
$837K 0.11%
52,975
+125
210
$833K 0.11%
107,189
-3,152
211
$824K 0.11%
5,503
212
$823K 0.11%
18,942
+2,472
213
$820K 0.11%
9,789
+703
214
$817K 0.11%
16,800
-967
215
$813K 0.11%
11,896
-55
216
$811K 0.11%
23,829
-551
217
$804K 0.11%
45,481
+473
218
$802K 0.11%
6,909
+15
219
$801K 0.11%
17,782
-138
220
$801K 0.11%
24,492
-648
221
$798K 0.11%
35,146
-722
222
$797K 0.11%
194,450
223
$795K 0.11%
7,505
+117
224
$790K 0.11%
15,654
+716
225
$779K 0.11%
5,767
+91
7 8
9
10 11