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
351
$525K 0.06%
5,783
+73
352
$522K 0.06%
8,245
+800
353
$522K 0.06%
4,962
+521
354
$520K 0.06%
17,861
+2,049
355
$520K 0.06%
5,752
-16
356
$519K 0.06%
3,569
-149
357
$517K 0.06%
12,777
+424
358
$513K 0.06%
7,788
+54
359
$513K 0.06%
29,100
-4,245
360
$512K 0.06%
40,039
+9,600
361
$505K 0.06%
2,209
+8
362
$503K 0.06%
3,865
+6
363
$501K 0.06%
2,576
-64
364
$500K 0.06%
16,340
+1,130
365
$499K 0.06%
5,689
-1,177
366
$498K 0.06%
4,559
+21
367
$494K 0.06%
6,743
+267
368
$490K 0.06%
5,441
+66
369
$490K 0.06%
27,681
+2,894
370
$489K 0.06%
3,252
+69
371
$489K 0.06%
33,700
-56
372
$489K 0.06%
8,065
373
$481K 0.06%
7,611
+486
374
$481K 0.06%
10,583
+126
375
$481K 0.06%
4,325
+42
13 14
15
16 17