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
251
$832K 0.08%
+32,888
252
$818K 0.08%
7,728
+228
253
$815K 0.08%
183,430
+6,968
254
$815K 0.08%
7,800
+3,100
255
$804K 0.08%
18,752
-1,050
256
$800K 0.08%
17,693
+3,494
257
$791K 0.08%
2,553
+939
258
$782K 0.07%
9,387
+793
259
$773K 0.07%
21,053
+2,475
260
$768K 0.07%
21,850
-341
261
$765K 0.07%
22,476
-5,997
262
$761K 0.07%
4,032
-24
263
$754K 0.07%
35,208
-6,310
264
$743K 0.07%
5,868
-685
265
$743K 0.07%
2,252
+112
266
$743K 0.07%
132,211
+41,942
267
$740K 0.07%
8,451
-1,155
268
$738K 0.07%
8,226
+142
269
$736K 0.07%
3,783
+117
270
$736K 0.07%
4,796
+174
271
$733K 0.07%
6,306
+1,420
272
$732K 0.07%
11,699
-2,561
273
$731K 0.07%
20,540
+11,625
274
$726K 0.07%
6,294
-17,920
275
$724K 0.07%
9,187
+99
9 10
11
12 13