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
401
$511K 0.05%
7,265
-243
402
$509K 0.05%
4,196
-58
403
$508K 0.05%
1,944
-165
404
$507K 0.05%
5,967
-328
405
$507K 0.05%
3,082
-1,734
406
$504K 0.05%
6,686
+158
407
$501K 0.05%
5,986
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408
$500K 0.05%
5,962
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409
$499K 0.05%
19,907
-1,285
410
$498K 0.05%
24,938
+913
411
$498K 0.05%
2,988
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412
$492K 0.05%
22,083
413
$492K 0.05%
194,450
414
$492K 0.05%
38,025
+14,835
415
$491K 0.05%
8,060
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416
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6,175
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417
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2,294
-127
418
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3,284
-184
419
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15,752
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420
$485K 0.05%
15,260
-2,600
421
$481K 0.05%
9,110
+283
422
$481K 0.05%
11,384
-1,106
423
$478K 0.05%
6,886
424
$472K 0.05%
3,052
+219
425
$472K 0.05%
7,289
-81
15 16
17
18 19