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
276
$723K 0.07%
5,159
-811
277
$721K 0.07%
10,233
+1,895
278
$720K 0.07%
30,882
-13,528
279
$718K 0.07%
9,986
-302
280
$716K 0.07%
2,892
+443
281
$715K 0.07%
40,597
-3
282
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27,875
-1,159
283
$710K 0.07%
18,379
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284
$710K 0.07%
32,494
-61
285
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13,216
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286
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6,920
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287
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14,046
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288
$700K 0.07%
5,672
+144
289
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5,379
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290
$687K 0.07%
20,305
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291
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61,570
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292
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8,281
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293
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7,066
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294
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119,112
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295
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23,955
-2,820
296
$668K 0.06%
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297
$664K 0.06%
17,407
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298
$664K 0.06%
2,596
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299
$659K 0.06%
3,485
+263
300
$652K 0.06%
52,940
-11,740
10 11
12
13 14