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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$996K
3
+$988K
4
WELL icon
Welltower
WELL
+$852K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$769K

Top Sells

1
+$2.48M
2
+$2.39M
3
+$1.52M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.12M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$927K 0.12%
18,194
+2,877
202
$916K 0.11%
3,219
+1
203
$901K 0.11%
3,341
+52
204
$900K 0.11%
7,379
-955
205
$899K 0.11%
16,990
-36
206
$899K 0.11%
19,317
+2,688
207
$894K 0.11%
36,920
-6,106
208
$881K 0.11%
4,860
+105
209
$862K 0.11%
13,700
+806
210
$862K 0.11%
4,686
+137
211
$861K 0.11%
6,276
+120
212
$860K 0.11%
5,988
+603
213
$857K 0.11%
14,455
+540
214
$852K 0.11%
+10,970
215
$849K 0.11%
21,404
+804
216
$846K 0.11%
5,142
-140
217
$843K 0.11%
11,273
+582
218
$843K 0.11%
15,830
+107
219
$841K 0.1%
123,168
+822
220
$841K 0.1%
25,569
+1,235
221
$840K 0.1%
9,156
-2,089
222
$826K 0.1%
4,328
-368
223
$826K 0.1%
22,277
+1,357
224
$825K 0.1%
15,969
+1,144
225
$817K 0.1%
7,227
-376
7 8
9
10 11