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
351
$513K 0.05%
13,581
+5,678
352
$512K 0.05%
2,735
-677
353
$511K 0.05%
4,755
-304
354
$509K 0.05%
6,927
+347
355
$503K 0.05%
3,362
-97
356
$498K 0.05%
2,844
-10
357
$497K 0.05%
4,939
-320
358
$497K 0.05%
22,695
+778
359
$495K 0.05%
4,627
+205
360
$494K 0.05%
14,405
-285
361
$493K 0.05%
2,175
+643
362
$493K 0.05%
8,107
+469
363
$488K 0.05%
17,480
+122
364
$484K 0.05%
14,446
-854
365
$484K 0.05%
122,994
+51,030
366
$483K 0.05%
+9,101
367
$483K 0.05%
24,294
+1,518
368
$482K 0.05%
7,585
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369
$480K 0.05%
4,281
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370
$477K 0.05%
4,915
-98
371
$476K 0.05%
13,939
-921
372
$476K 0.05%
8,709
+1,909
373
$472K 0.04%
5,403
+1,154
374
$463K 0.04%
13,165
+1,499
375
$462K 0.04%
8,047
+2,116
13 14
15
16 17