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
426
$469K 0.05%
4,983
-56
427
$466K 0.05%
4,423
-101
428
$461K 0.05%
4,343
-915
429
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34,726
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430
$455K 0.04%
38,472
+8,760
431
$455K 0.04%
8,694
-48
432
$451K 0.04%
6,560
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433
$448K 0.04%
10,670
+90
434
$445K 0.04%
4,009
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435
$444K 0.04%
25,557
-2,082
436
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18,575
-2,708
437
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17,836
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438
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6,027
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439
$432K 0.04%
29,000
440
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6,468
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441
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4,700
442
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443
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29,541
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444
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19,523
445
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6,631
-6,096
446
$413K 0.04%
26,003
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447
$412K 0.04%
+17,547
448
$410K 0.04%
3,542
-20
449
$410K 0.04%
4,338
-191
450
$410K 0.04%
2,644
+83
16 17
18
19 20