LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$830K 0.1%
4,695
227
$829K 0.1%
2,322
+153
228
$829K 0.1%
51,150
-1,825
229
$826K 0.1%
4,494
-254
230
$825K 0.1%
6,364
+65
231
$820K 0.1%
4,252
+225
232
$818K 0.1%
4,805
+65
233
$816K 0.1%
7,478
-27
234
$816K 0.1%
3,056
235
$814K 0.1%
7,553
+40
236
$803K 0.1%
7,357
+448
237
$791K 0.1%
11,677
-603
238
$774K 0.1%
21,950
+460
239
$773K 0.1%
13,584
+362
240
$773K 0.1%
38,643
-29,296
241
$772K 0.1%
51,683
+590
242
$769K 0.1%
14,947
-42
243
$765K 0.09%
47,809
+2,328
244
$765K 0.09%
5,589
-178
245
$763K 0.09%
19,755
+128
246
$763K 0.09%
15,714
+60
247
$760K 0.09%
6,678
+155
248
$756K 0.09%
9,895
+22
249
$754K 0.09%
3,683
+16
250
$754K 0.09%
6,809
+759
8 9
10
11 12