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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 3.77%
601,744
+2,012
2
$19.8M 2.69%
201,252
-4,737
3
$17.8M 2.41%
63
4
$15M 2.03%
204,121
+4,110
5
$14.7M 2%
284,518
+3,522
6
$13.1M 1.77%
153,680
+1,120
7
$11M 1.48%
56,354
+922
8
$10.5M 1.42%
257,992
9
$10.2M 1.39%
93,042
10
$10.1M 1.37%
37,260
+478
11
$8.06M 1.09%
142,740
+3,080
12
$7.38M 1%
89,210
+995
13
$7.21M 0.98%
59,412
-2,459
14
$7.19M 0.97%
38,496
-706
15
$6.58M 0.89%
63,168
+691
16
$6.28M 0.85%
59,936
-2,683
17
$6.21M 0.84%
385,776
+2,192
18
$5.93M 0.8%
44,771
+1,023
19
$5.72M 0.77%
98,769
+1,766
20
$5.64M 0.76%
+650,000
21
$5.35M 0.72%
201,132
-26,348
22
$4.92M 0.67%
114,464
+1,851
23
$4.9M 0.66%
142,274
+763
24
$4.89M 0.66%
38,655
-153
25
$4.8M 0.65%
96,588
-846
1
2 3 4 5