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
326
$587K 0.06%
729
+5
327
$585K 0.06%
3,893
-436
328
$578K 0.05%
131,259
+82,230
329
$577K 0.05%
6,632
+339
330
$571K 0.05%
6,409
+198
331
$569K 0.05%
8,084
-254
332
$568K 0.05%
11,824
-1,388
333
$563K 0.05%
24,776
-878
334
$562K 0.05%
21,683
-2,371
335
$558K 0.05%
3,286
-221
336
$558K 0.05%
13,161
-254
337
$553K 0.05%
5,622
-523
338
$544K 0.05%
38,107
-38
339
$543K 0.05%
6,823
-296
340
$540K 0.05%
20,874
+252
341
$538K 0.05%
15,518
+1,582
342
$536K 0.05%
14,702
-1,247
343
$536K 0.05%
56,108
-408
344
$533K 0.05%
9,389
+1,208
345
$528K 0.05%
12,391
-1,675
346
$526K 0.05%
23,334
-12,299
347
$525K 0.05%
10,854
-3,877
348
$521K 0.05%
7,633
+2,105
349
$518K 0.05%
21,620
-1,292
350
$515K 0.05%
+6,195
12 13
14
15 16