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
426
$383K 0.04%
1,999
-1,421
427
$383K 0.04%
36,801
+636
428
$382K 0.04%
6,161
+1,353
429
$382K 0.04%
+1,741
430
$381K 0.04%
10,435
+804
431
$379K 0.04%
3,577
-452
432
$377K 0.04%
10,090
+1,264
433
$377K 0.04%
36,815
-7,727
434
$375K 0.04%
+4,708
435
$374K 0.04%
9,834
-1,627
436
$373K 0.04%
7,956
-1,534
437
$373K 0.04%
7,090
+256
438
$372K 0.04%
45,047
+12,768
439
$372K 0.04%
6,320
-48
440
$371K 0.04%
+1,191
441
$371K 0.04%
160,763
-77,303
442
$369K 0.04%
3,987
-577
443
$367K 0.03%
6,293
-230
444
$367K 0.03%
39,031
+2,519
445
$366K 0.03%
+17,400
446
$366K 0.03%
6,006
-1,449
447
$364K 0.03%
2,352
-101
448
$360K 0.03%
5,190
+95
449
$358K 0.03%
8,256
+212
450
$355K 0.03%
10,696
-1,111
16 17
18
19 20