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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 6.72%
674,069
+4,009
2
$83.8M 4.7%
347,023
-13,387
3
$74M 4.15%
219,887
+2,647
4
$46.7M 2.62%
280,140
+6,900
5
$40.8M 2.29%
85,915
-26
6
$32.2M 1.81%
222,180
+4,100
7
$31.7M 1.78%
621,369
-7,694
8
$29.1M 1.63%
101,247
-8
9
$28.8M 1.62%
64
10
$27.8M 1.56%
82,573
+896
11
$24.2M 1.36%
225,208
+4,133
12
$18.6M 1.05%
632,970
-8,760
13
$18.3M 1.03%
51,861
+3,624
14
$15.2M 0.85%
50,838
+701
15
$14.4M 0.81%
99,620
-1,040
16
$13.5M 0.76%
161,385
-1,233
17
$13.4M 0.75%
78,164
+888
18
$13.2M 0.74%
21,976
+10,868
19
$13M 0.73%
31,345
+646
20
$12.3M 0.69%
78,384
21
$11.9M 0.67%
23,629
+479
22
$11.8M 0.66%
74,546
+1,485
23
$11.6M 0.65%
96,753
+1,876
24
$11.5M 0.65%
317,467
-2,030
25
$11.3M 0.64%
27,287
+581
1
2 3 4 5