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
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.58%
171,654
-29,478
27
$4.67M 0.58%
17,567
+428
28
$4.62M 0.57%
156,814
+3,192
29
$4.55M 0.56%
194,173
-10,027
30
$4.54M 0.56%
96,101
-487
31
$4.52M 0.56%
75,680
-2,920
32
$4.35M 0.54%
91,221
+4,900
33
$4.14M 0.51%
78,836
+2,032
34
$4.09M 0.51%
36,623
+177
35
$4.04M 0.5%
48,592
+3,402
36
$3.9M 0.48%
14,435
+1,091
37
$3.88M 0.48%
87,799
+4,195
38
$3.83M 0.47%
108,118
+23,261
39
$3.79M 0.47%
73,506
+744
40
$3.75M 0.46%
22,042
+304
41
$3.64M 0.45%
16,360
+259
42
$3.54M 0.44%
9,508
+409
43
$3.5M 0.43%
75,678
+4,699
44
$3.49M 0.43%
48,666
+1,693
45
$3.49M 0.43%
65,281
+5,749
46
$3.43M 0.42%
20,476
+118
47
$3.42M 0.42%
20,980
+69
48
$3.32M 0.41%
17,453
+1,816
49
$3.21M 0.4%
37,832
-334
50
$3.19M 0.39%
46,877
+858
1
2
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