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
276
$769K 0.08%
148,869
-2,497
277
$767K 0.08%
26,235
-135
278
$765K 0.08%
8,096
-25
279
$765K 0.08%
8,221
280
$762K 0.08%
5,734
+96
281
$759K 0.07%
12,382
-208
282
$757K 0.07%
2,138
-102
283
$755K 0.07%
135,768
-1,559
284
$754K 0.07%
2,013
-20
285
$753K 0.07%
18,128
-112
286
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44,326
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287
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20,225
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288
$744K 0.07%
3,550
+50
289
$741K 0.07%
17,677
+177
290
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17,566
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291
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6,463
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292
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13,737
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293
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8,633
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294
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46,063
+3,797
295
$730K 0.07%
5,111
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296
$729K 0.07%
4,524
+256
297
$727K 0.07%
18,017
-138
298
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7,974
-569
299
$725K 0.07%
6,050
300
$723K 0.07%
5,721
+1,771
10 11
12
13 14