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
301
$622K 0.08%
17,785
+2,604
302
$622K 0.08%
21,358
+386
303
$619K 0.08%
11,008
304
$616K 0.08%
15,897
+5,417
305
$616K 0.08%
3,283
+175
306
$609K 0.08%
4,121
+35
307
$609K 0.08%
8,656
+756
308
$608K 0.08%
14,178
+482
309
$606K 0.07%
40,764
-8,647
310
$603K 0.07%
5,121
-39
311
$601K 0.07%
25,935
+360
312
$597K 0.07%
34,086
-501
313
$595K 0.07%
7,434
-40
314
$593K 0.07%
10,750
+826
315
$591K 0.07%
5,252
+49
316
$591K 0.07%
5,312
-52
317
$586K 0.07%
45,171
-3,951
318
$584K 0.07%
21,701
+763
319
$583K 0.07%
106,315
-524
320
$583K 0.07%
5,697
+63
321
$578K 0.07%
18,569
+312
322
$577K 0.07%
17,869
-687
323
$577K 0.07%
137,082
+5,119
324
$575K 0.07%
8,608
+4
325
$574K 0.07%
6,933
+968
11 12
13
14 15