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
401
$428K 0.05%
6,031
402
$422K 0.05%
3,234
+816
403
$421K 0.05%
12,868
-574
404
$421K 0.05%
34,915
+5,234
405
$420K 0.05%
3,229
+212
406
$418K 0.05%
47,564
+3,994
407
$418K 0.05%
4,137
408
$417K 0.05%
13,506
+820
409
$417K 0.05%
+8,864
410
$412K 0.05%
19,412
+3,411
411
$411K 0.05%
2,805
+110
412
$406K 0.05%
2,293
+212
413
$406K 0.05%
2,652
+466
414
$405K 0.05%
6,342
+295
415
$404K 0.05%
7,706
+296
416
$403K 0.05%
+13,019
417
$403K 0.05%
10,226
+177
418
$401K 0.05%
2,051
+415
419
$399K 0.05%
57,690
+7,700
420
$395K 0.05%
1,581
-5
421
$395K 0.05%
11,761
-294
422
$393K 0.05%
7,813
-15
423
$391K 0.05%
5,519
-71
424
$391K 0.05%
6,663
+67
425
$391K 0.05%
4,312
+149
15 16
17
18 19