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
351
$606K 0.06%
4,003
+218
352
$603K 0.06%
32,414
-48
353
$602K 0.06%
3,859
+175
354
$599K 0.06%
6,343
-239
355
$598K 0.06%
11,764
-94
356
$597K 0.06%
9,397
+37
357
$597K 0.06%
5,928
-61
358
$591K 0.06%
10,799
-541
359
$591K 0.06%
4,852
-104
360
$589K 0.06%
9,509
-915
361
$589K 0.06%
5,398
+63
362
$589K 0.06%
3,895
-1,130
363
$587K 0.06%
12,169
-29
364
$587K 0.06%
3,294
+141
365
$587K 0.06%
9,570
-100
366
$584K 0.06%
736
+7
367
$578K 0.06%
4,541
-34
368
$578K 0.06%
67,038
+15,088
369
$571K 0.06%
47,424
+1,419
370
$569K 0.06%
21,036
-516
371
$569K 0.06%
1,514
+541
372
$565K 0.06%
7,603
-271
373
$564K 0.06%
101,010
-260
374
$562K 0.06%
3,743
+233
375
$558K 0.06%
2,749
-180
13 14
15
16 17