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
451
$354K 0.03%
+7,186
452
$354K 0.03%
3,422
+63
453
$353K 0.03%
5,519
+447
454
$353K 0.03%
5,636
-4,982
455
$350K 0.03%
35,970
+1,721
456
$350K 0.03%
7,250
-77
457
$350K 0.03%
+3,779
458
$349K 0.03%
24,106
-2,836
459
$348K 0.03%
6,347
-70
460
$344K 0.03%
2,873
-1,108
461
$343K 0.03%
3,826
+26
462
$343K 0.03%
+8,354
463
$341K 0.03%
8,079
-205
464
$340K 0.03%
3,813
+402
465
$340K 0.03%
8,073
-5,817
466
$339K 0.03%
22,023
+9,227
467
$339K 0.03%
51,629
+36,890
468
$338K 0.03%
2,379
-580
469
$337K 0.03%
17,508
-2,845
470
$337K 0.03%
7,650
+300
471
$336K 0.03%
2,665
-138
472
$336K 0.03%
22,142
-11,097
473
$335K 0.03%
+8,224
474
$335K 0.03%
202,020
+44,358
475
$333K 0.03%
8,659
-3,297
17 18
19
20 21