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
$1.61B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.02M
5
NFLX icon
Netflix
NFLX
+$726K

Top Sells

1
+$4.98M
2
+$3.93M
3
+$3.86M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.88M
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$1.51M

Sector Composition

1 Technology 21.97%
2 Financials 12.23%
3 Healthcare 11.27%
4 Consumer Discretionary 8.66%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.8M 5.85%
670,060
+512
2
$80M 4.94%
360,410
-17,701
3
$61.2M 3.78%
217,240
+548
4
$44.9M 2.77%
273,240
+3,320
5
$36.9M 2.28%
85,941
-31
6
$31.8M 1.96%
629,063
-19,198
7
$29.2M 1.8%
218,080
-1,580
8
$27.7M 1.71%
81,677
+137
9
$27M 1.67%
101,255
-15
10
$26.3M 1.62%
64
11
$22.5M 1.39%
221,075
-18,511
12
$13.7M 0.84%
50,137
-731
13
$13.4M 0.83%
100,660
-1,200
14
$13.3M 0.82%
641,730
+11,610
15
$12.5M 0.77%
77,276
+918
16
$12.5M 0.77%
48,237
+1,425
17
$12M 0.74%
162,618
-52,200
18
$12M 0.74%
73,061
+1,537
19
$11.4M 0.71%
51,369
-623
20
$11.4M 0.7%
78,384
21
$10.6M 0.65%
94,877
+1,322
22
$10.1M 0.62%
30,699
+373
23
$10M 0.62%
59,203
-28
24
$9.73M 0.6%
319,497
+2,272
25
$9.2M 0.57%
15,982
-466
1
2 3 4 5