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
301
$647K 0.06%
159,393
+74,661
302
$646K 0.06%
5,273
+85
303
$640K 0.06%
20,724
304
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3,491
+479
305
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17,283
+1,964
306
$640K 0.06%
11,716
-1,545
307
$639K 0.06%
7,994
-1,206
308
$639K 0.06%
16,630
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309
$638K 0.06%
7,219
+184
310
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8,345
+1,614
311
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15,223
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312
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5,395
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313
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1,983
+123
314
$623K 0.06%
90,260
+29,895
315
$616K 0.06%
32,013
-1,465
316
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8,046
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317
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4,668
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318
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20,474
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319
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15,819
-1,798
320
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25,759
+1,382
321
$595K 0.06%
4,651
-491
322
$593K 0.06%
4,230
-265
323
$591K 0.06%
130,263
-1,265
324
$591K 0.06%
1,982
+123
325
$589K 0.06%
11,400
11 12
13
14 15