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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.64M 0.09%
53,084
+3,936
202
$1.63M 0.09%
4,108
+106
203
$1.61M 0.09%
24,022
+1,548
204
$1.6M 0.09%
20,897
+569
205
$1.6M 0.09%
7,341
-109
206
$1.6M 0.09%
4,574
+110
207
$1.59M 0.09%
49,599
-113
208
$1.58M 0.09%
7,664
+24
209
$1.58M 0.09%
1,866
+14
210
$1.57M 0.09%
6,838
-113
211
$1.57M 0.09%
23,304
+2,966
212
$1.57M 0.09%
27,905
+487
213
$1.56M 0.09%
6,018
+11
214
$1.55M 0.09%
+9,312
215
$1.55M 0.09%
21,495
+4,872
216
$1.54M 0.09%
47,473
217
$1.54M 0.09%
42,290
+37,516
218
$1.53M 0.09%
23,016
+123
219
$1.51M 0.08%
10,420
+24
220
$1.51M 0.08%
14,568
+1,027
221
$1.51M 0.08%
34,524
-166
222
$1.49M 0.08%
26,981
+3,973
223
$1.48M 0.08%
7,656
+1,381
224
$1.47M 0.08%
7,259
-76
225
$1.47M 0.08%
48,600
+6,473
7 8
9
10 11