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
326
$657K 0.06%
7,265
+93
327
$649K 0.06%
31,587
-3,231
328
$644K 0.06%
17,586
-3,115
329
$644K 0.06%
3,391
-288
330
$642K 0.06%
3,245
-183
331
$642K 0.06%
46,457
+2,907
332
$638K 0.06%
7,874
+255
333
$638K 0.06%
22,371
-545
334
$638K 0.06%
50,668
+5,665
335
$633K 0.06%
7,548
-2,403
336
$630K 0.06%
91,827
-5,648
337
$620K 0.06%
8,073
-76
338
$618K 0.06%
11,279
-564
339
$618K 0.06%
21,237
+111
340
$618K 0.06%
3,730
-120
341
$616K 0.06%
30,975
+285
342
$615K 0.06%
2,985
-580
343
$615K 0.06%
4,606
+56
344
$615K 0.06%
6,290
+197
345
$613K 0.06%
18,844
-1,154
346
$613K 0.06%
30,201
+499
347
$613K 0.06%
18,689
-1,301
348
$610K 0.06%
8,232
-4
349
$608K 0.06%
20,824
350
$606K 0.06%
21,403
+2,140
12 13
14
15 16