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
251
$750K 0.09%
119,004
-6,846
252
$741K 0.09%
12,902
-98
253
$741K 0.09%
4,884
+117
254
$734K 0.09%
23,191
-1,301
255
$726K 0.09%
17,125
+265
256
$723K 0.09%
85,102
-1,965
257
$719K 0.09%
+8,527
258
$718K 0.09%
15,376
+372
259
$713K 0.09%
5,916
+593
260
$712K 0.09%
4,557
+272
261
$708K 0.09%
4,238
-160
262
$706K 0.09%
361,203
+57,248
263
$704K 0.09%
15,096
-5,515
264
$696K 0.09%
24,702
+1,679
265
$695K 0.09%
5,235
-321
266
$694K 0.09%
17,925
+1,042
267
$693K 0.09%
6,758
+229
268
$693K 0.09%
10,268
-28
269
$690K 0.09%
3,904
+372
270
$689K 0.09%
3,954
+41
271
$681K 0.08%
5,382
272
$679K 0.08%
28,848
-12
273
$678K 0.08%
10,859
+689
274
$673K 0.08%
17,484
+681
275
$672K 0.08%
4,016
-100
9 10
11
12 13