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
26
$5.57M 0.55%
95,785
-1,473
27
$5.54M 0.55%
115,462
-5,622
28
$5.4M 0.53%
62,262
-41,823
29
$5.34M 0.53%
16,191
-363
30
$5.27M 0.52%
78,800
+1,040
31
$5.21M 0.51%
17,455
-512
32
$5.17M 0.51%
86,347
-4,380
33
$5.17M 0.51%
37,801
-1,247
34
$5.11M 0.5%
40,665
-27
35
$5.04M 0.5%
135,713
+512
36
$5.03M 0.5%
111,863
+441
37
$4.88M 0.48%
78,388
+4,037
38
$4.87M 0.48%
22,957
+297
39
$4.8M 0.47%
220,108
-10,409
40
$4.8M 0.47%
78,138
+829
41
$4.79M 0.47%
86,640
+3,176
42
$4.77M 0.47%
68,299
-876
43
$4.72M 0.46%
22,397
-258
44
$4.42M 0.44%
89,934
-1,227
45
$4.24M 0.42%
166,148
-11,478
46
$4.23M 0.42%
78,540
+3,273
47
$4.21M 0.42%
120,704
+499
48
$4.19M 0.41%
23,189
+828
49
$4.11M 0.4%
20,800
-381
50
$4.09M 0.4%
103,305
-2,607
1
2
3 4 5