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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 8.02%
823,440
-2,383
2
$61.7M 4.35%
343,685
+1,998
3
$55.6M 3.92%
238,898
-639
4
$33.8M 2.38%
299,231
+2,979
5
$28.3M 2%
79,337
-7,114
6
$23.3M 1.64%
640,913
-12,344
7
$21.8M 1.54%
227,834
-6,546
8
$17.9M 1.26%
67,584
-30
9
$17.3M 1.22%
219,225
-78
10
$15.8M 1.12%
96,928
+880
11
$13.2M 0.93%
26,131
+510
12
$10.9M 0.77%
307,494
+930
13
$10.3M 0.72%
119,163
+2,683
14
$9.77M 0.69%
35,387
+1,695
15
$9.68M 0.68%
71,372
-5,477
16
$9.25M 0.65%
71,954
-6,593
17
$9.1M 0.64%
51,221
-1,712
18
$8.67M 0.61%
83,003
-449
19
$8.42M 0.59%
51,586
+5,004
20
$8.3M 0.59%
+80,918
21
$8.18M 0.58%
85,076
+56
22
$8.16M 0.58%
25,253
+935
23
$7.78M 0.55%
16,469
+405
24
$7.63M 0.54%
56,839
+1,530
25
$7.58M 0.53%
60,034
+2,105
1
2 3 4 5