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
26
$6.33M 0.6%
67,260
-161
27
$6.3M 0.6%
21,352
+803
28
$5.91M 0.56%
19,996
+2,141
29
$5.86M 0.56%
287,218
+5,000
30
$5.66M 0.54%
121,326
+1,573
31
$5.65M 0.54%
99,483
-6
32
$5.59M 0.53%
79,100
-280
33
$5.58M 0.53%
25,852
+1,950
34
$5.44M 0.52%
25,340
+1,813
35
$5.39M 0.51%
40,793
+367
36
$5.18M 0.49%
29,716
-253
37
$5.13M 0.49%
540,080
+37,040
38
$4.78M 0.45%
48,696
+16,612
39
$4.4M 0.42%
79,815
+590
40
$4.32M 0.41%
108,261
-5,883
41
$4.25M 0.4%
108,956
-3,631
42
$4.2M 0.4%
135,418
+8,887
43
$4.16M 0.39%
91,450
-5,720
44
$4.06M 0.38%
41,366
-445
45
$3.96M 0.38%
21,477
+666
46
$3.96M 0.38%
43,305
+788
47
$3.94M 0.37%
31,818
-5,367
48
$3.9M 0.37%
12,867
-482
49
$3.89M 0.37%
163,673
+10,806
50
$3.88M 0.37%
16,426
+1,044
1
2
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