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
$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
1
$24.5M 4.16%
96
2
$22.4M 3.81%
621,508
+29,900
3
$14.2M 2.41%
205,288
+13,077
4
$10.1M 1.71%
95,902
-1,446
5
$8.83M 1.5%
257,992
+1,456
6
$8.11M 1.38%
61,305
+2,500
7
$7.97M 1.36%
52,813
+6,714
8
$7.68M 1.31%
95,107
-4,590
9
$6.91M 1.17%
737,680
+464
10
$6.81M 1.16%
140,700
+19,520
11
$6.5M 1.11%
26,757
-784
12
$6.48M 1.1%
60,987
+323
13
$6.37M 1.08%
37,596
+2,502
14
$6.26M 1.06%
134,620
+7,420
15
$5.94M 1.01%
97,122
+2,577
16
$5.4M 0.92%
41,693
+604
17
$5.37M 0.91%
58,711
+1,688
18
$4.5M 0.77%
141,323
+7,214
19
$4.45M 0.76%
51,113
-1,060
20
$4.37M 0.74%
18,090
+5,817
21
$4.1M 0.7%
73,989
-1,413
22
$3.95M 0.67%
34,235
+660
23
$3.85M 0.66%
41,101
+2,672
24
$3.7M 0.63%
31,522
+387
25
$3.67M 0.63%
128,910
-10,980
1
2 3 4 5