LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 4.75%
95
2
$14.5M 3.72%
527,064
+15,000
3
$8.1M 2.07%
182,898
+5,225
4
$7.67M 1.97%
2,005,584
-587,520
5
$7.25M 1.86%
26,687
+130
6
$6.73M 1.72%
249,784
+744
7
$6.62M 1.7%
89,072
-5,063
8
$6.45M 1.65%
63,135
-679
9
$6.25M 1.6%
74,365
+162
10
$5.05M 1.29%
192,345
-9,161
11
$4.91M 1.26%
156,680
+10,980
12
$4.76M 1.22%
36,484
+2,191
13
$4.65M 1.19%
38,455
+1,638
14
$4.48M 1.15%
47,946
+1,255
15
$4.26M 1.09%
90,373
+1,624
16
$3.97M 1.02%
40,476
-576
17
$3.86M 0.99%
129,553
+1,264
18
$3.68M 0.94%
71,715
+1,371
19
$3.3M 0.84%
33,397
+1,678
20
$3.28M 0.84%
45,567
-3,576
21
$3.1M 0.79%
50,778
+2,471
22
$3.05M 0.78%
32,373
+883
23
$2.92M 0.75%
118,714
+31,969
24
$2.83M 0.72%
110,500
+4,520
25
$2.83M 0.72%
47,776
+1,447
1
2 3 4 5