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
$725M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.47M
3
+$1.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$626K
5
WLY icon
John Wiley & Sons Class A
WLY
+$514K

Top Sells

1
+$1.64M
2
+$1.19M
3
+$1.17M
4
SYT
Syngenta Ag
SYT
+$634K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$579K

Sector Composition

1 Financials 17.35%
2 Technology 17.3%
3 Healthcare 11.93%
4 Communication Services 7.89%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 3.47%
599,732
+2,620
2
$18.8M 2.6%
63
3
$18.8M 2.6%
205,989
-220
4
$15.3M 2.11%
280,996
-10,648
5
$14.7M 2.03%
200,011
+13,685
6
$11M 1.52%
152,560
+6,240
7
$10.2M 1.4%
93,042
8
$10M 1.38%
257,992
9
$9.68M 1.34%
36,782
+18,589
10
$8.86M 1.22%
55,432
+1,770
11
$7.93M 1.09%
61,871
-1,432
12
$7.82M 1.08%
39,202
+653
13
$7.24M 1%
139,660
+2,460
14
$6.87M 0.95%
62,477
+1,463
15
$6.58M 0.91%
88,215
-6,657
16
$6.29M 0.87%
62,619
-89
17
$6.12M 0.84%
383,584
-19,712
18
$5.46M 0.75%
227,480
-49,434
19
$5.23M 0.72%
43,748
+1,013
20
$5.07M 0.7%
97,434
+1,589
21
$5.04M 0.7%
97,003
+1,398
22
$4.83M 0.67%
112,613
+1,721
23
$4.76M 0.66%
141,511
-956
24
$4.63M 0.64%
154,350
+3,079
25
$4.49M 0.62%
204,855
+111
1
2 3 4 5