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
401
$425K 0.04%
34,680
+12
402
$424K 0.04%
3,584
+84
403
$424K 0.04%
10,138
-670
404
$424K 0.04%
3,834
-103
405
$421K 0.04%
6,478
+974
406
$415K 0.04%
14,068
-1,781
407
$411K 0.04%
5,423
+17
408
$408K 0.04%
150,263
-9,621
409
$408K 0.04%
7,552
+299
410
$407K 0.04%
+10,380
411
$406K 0.04%
1,962
-89
412
$406K 0.04%
21,314
+138
413
$405K 0.04%
6,000
414
$404K 0.04%
4,386
+75
415
$403K 0.04%
194,450
416
$400K 0.04%
8,807
+237
417
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4,476
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418
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5,498
-1,053
419
$390K 0.04%
10,623
+2,395
420
$389K 0.04%
7,912
+390
421
$387K 0.04%
+11,413
422
$386K 0.04%
2,769
-155
423
$385K 0.04%
8,677
+666
424
$384K 0.04%
13,929
-1,394
425
$383K 0.04%
4,827
+392
15 16
17
18 19