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
476
$329K 0.04%
2,111
+28
477
$327K 0.04%
18,703
-214
478
$326K 0.04%
5,794
+1,142
479
$325K 0.04%
8,681
+83
480
$323K 0.04%
15,985
481
$322K 0.04%
3,750
+58
482
$319K 0.04%
1,888
+195
483
$318K 0.04%
4,702
+138
484
$317K 0.04%
7,824
-144
485
$316K 0.04%
19,695
+648
486
$316K 0.04%
36,372
-3,406
487
$315K 0.04%
5,306
-6
488
$314K 0.04%
5,880
489
$313K 0.04%
5,453
+853
490
$313K 0.04%
26,433
491
$310K 0.04%
8,413
-56
492
$309K 0.04%
4,018
+71
493
$309K 0.04%
2,692
-26
494
$307K 0.04%
6,952
-425
495
$306K 0.04%
+4,344
496
$306K 0.04%
6,428
+319
497
$306K 0.04%
3,458
+12
498
$303K 0.04%
5,025
+1,000
499
$301K 0.04%
2,961
+67
500
$300K 0.04%
8,828
-760
18 19
20
21 22