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
376
$477K 0.06%
7,769
-13
377
$476K 0.06%
19,429
-2,175
378
$474K 0.06%
8,129
+53
379
$474K 0.06%
10,198
-3,343
380
$473K 0.06%
8,209
+264
381
$473K 0.06%
10,288
+494
382
$471K 0.06%
7,185
+425
383
$466K 0.06%
26,066
-398
384
$466K 0.06%
25,399
+298
385
$465K 0.06%
7,037
+336
386
$462K 0.06%
6,820
+776
387
$459K 0.06%
4,910
+1,602
388
$456K 0.06%
2,042
-12
389
$456K 0.06%
1,724
-50
390
$456K 0.06%
17,725
-763
391
$448K 0.06%
6,615
+161
392
$447K 0.06%
7,730
-253
393
$445K 0.06%
6,673
-32
394
$444K 0.05%
79,509
-7,385
395
$442K 0.05%
18,820
+568
396
$441K 0.05%
6,248
+413
397
$439K 0.05%
4,016
+870
398
$439K 0.05%
29,780
+11,788
399
$436K 0.05%
26,730
+536
400
$432K 0.05%
50,475
-2,119
14 15
16
17 18