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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$3.13M
3
+$1.34M
4
TFC icon
Truist Financial
TFC
+$1.01M
5
UBER icon
Uber
UBER
+$895K

Top Sells

1
+$3.63M
2
+$3.11M
3
+$2.99M
4
AGN
Allergan plc
AGN
+$2.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.87M

Sector Composition

1 Technology 17.77%
2 Financials 14.48%
3 Communication Services 10.38%
4 Healthcare 10.18%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$850K 0.08%
15,807
-630
252
$846K 0.08%
30,345
+2,700
253
$845K 0.08%
9,016
+74
254
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43,683
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255
$842K 0.08%
5,928
-136
256
$841K 0.08%
313,504
-5,818
257
$837K 0.08%
26,432
-152
258
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2,939
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259
$829K 0.08%
15,554
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260
$826K 0.08%
16,420
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261
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9,191
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262
$821K 0.08%
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263
$818K 0.08%
85,913
+4,620
264
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15,838
-963
265
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6,283
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267
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13,596
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268
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27,230
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37,539
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$792K 0.08%
2,450
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271
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17,721
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272
$783K 0.08%
2,426
+133
273
$781K 0.08%
13,142
-587
274
$780K 0.08%
4,711
-300
275
$780K 0.08%
19,164
-624
9 10
11
12 13