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
376
$460K 0.04%
98,466
+14,766
377
$458K 0.04%
81,587
+33,518
378
$456K 0.04%
144,750
-648
379
$456K 0.04%
28,641
+10,381
380
$453K 0.04%
8,170
-395
381
$453K 0.04%
2,700
+1,000
382
$452K 0.04%
15,708
383
$451K 0.04%
6,019
+1,949
384
$449K 0.04%
2,341
-173
385
$443K 0.04%
10,055
-174
386
$441K 0.04%
6,926
+1,092
387
$441K 0.04%
3,252
-580
388
$440K 0.04%
5,703
+1,923
389
$438K 0.04%
42,481
+11,401
390
$437K 0.04%
10,947
+1,244
391
$436K 0.04%
3,821
-361
392
$436K 0.04%
11,857
+4,221
393
$436K 0.04%
4,107
-332
394
$434K 0.04%
2,363
+737
395
$433K 0.04%
17,770
+2,908
396
$433K 0.04%
3,853
+268
397
$431K 0.04%
6,554
+2
398
$431K 0.04%
1,291
+178
399
$430K 0.04%
1,704
+1
400
$426K 0.04%
41,306
+1,569
14 15
16
17 18