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
326
$574K 0.07%
12,676
+2,085
327
$569K 0.07%
7,952
+803
328
$559K 0.07%
2,769
-52
329
$555K 0.07%
27,868
-9
330
$549K 0.07%
156,955
+4,812
331
$548K 0.07%
7,199
-53
332
$545K 0.07%
12,663
-2,207
333
$544K 0.07%
34,249
+981
334
$544K 0.07%
+10,674
335
$543K 0.07%
4,876
-51
336
$543K 0.07%
1,343
+444
337
$539K 0.07%
5,841
+2
338
$538K 0.07%
208,724
-25,960
339
$538K 0.07%
+17,163
340
$537K 0.07%
11,812
+1,942
341
$536K 0.07%
1,239
+82
342
$534K 0.07%
7,259
343
$533K 0.07%
2,697
+382
344
$532K 0.07%
7,219
+351
345
$531K 0.07%
7,804
-749
346
$530K 0.07%
119,570
+10,788
347
$530K 0.07%
13,733
+879
348
$529K 0.07%
35,678
+4,047
349
$528K 0.07%
867
-6
350
$526K 0.07%
39,910
-6,722
12 13
14
15 16