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
$1.05B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.2M
3
+$1.71M
4
ABBV icon
AbbVie
ABBV
+$1.63M
5
PEN icon
Penumbra
PEN
+$1.43M

Top Sells

1
+$16.9M
2
+$5.6M
3
+$4.36M
4
AGN
Allergan plc
AGN
+$3.2M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.9M

Sector Composition

1 Technology 21.03%
2 Healthcare 11.22%
3 Financials 11.21%
4 Communication Services 9.49%
5 Consumer Discretionary 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$924K 0.09%
87,200
-3,415
227
$920K 0.09%
39,171
-3,950
228
$917K 0.09%
17,698
-275
229
$916K 0.09%
25,433
+423
230
$912K 0.09%
27,905
+8,843
231
$905K 0.09%
11,010
-1,338
232
$893K 0.08%
792
-51
233
$890K 0.08%
12,078
+9
234
$889K 0.08%
7,799
+1,113
235
$886K 0.08%
49,431
+22,632
236
$881K 0.08%
5,420
-528
237
$880K 0.08%
17,235
+465
238
$880K 0.08%
4,621
+364
239
$880K 0.08%
5,954
-626
240
$878K 0.08%
6,651
+1,711
241
$878K 0.08%
14,154
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242
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6,134
-194
243
$872K 0.08%
8,751
+101
244
$863K 0.08%
14,710
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245
$856K 0.08%
324,180
-4,838
246
$840K 0.08%
2,011
+17
247
$838K 0.08%
9,760
-90
248
$835K 0.08%
27,446
-2,217
249
$834K 0.08%
12,076
+1,549
250
$834K 0.08%
25,810
-2,070
8 9
10
11 12