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
376
$557K 0.05%
8,675
-2,368
377
$555K 0.05%
6,498
-139
378
$554K 0.05%
11,544
-1,768
379
$551K 0.05%
10,454
+6
380
$547K 0.05%
8,191
-143
381
$543K 0.05%
5,046
-159
382
$543K 0.05%
2,547
-84
383
$543K 0.05%
136,864
-46,525
384
$541K 0.05%
4,873
-163
385
$538K 0.05%
8,849
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386
$535K 0.05%
15,708
387
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36,211
-2,657
388
$530K 0.05%
1,566
389
$530K 0.05%
3,643
-1,530
390
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3,447
-100
391
$526K 0.05%
17,109
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392
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25,951
-1,499
393
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6,714
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394
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11,504
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395
$517K 0.05%
8,634
+110
396
$516K 0.05%
17,482
397
$515K 0.05%
2,424
398
$514K 0.05%
26,137
-987
399
$513K 0.05%
3,079
+396
400
$512K 0.05%
6,785
-132
14 15
16
17 18