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
476
$332K 0.03%
34,885
+8,118
477
$331K 0.03%
+5,935
478
$328K 0.03%
7,732
+348
479
$328K 0.03%
30,666
+6,146
480
$327K 0.03%
4,912
-948
481
$327K 0.03%
4,408
-577
482
$326K 0.03%
29,345
+2,068
483
$325K 0.03%
2,373
-515
484
$324K 0.03%
27,198
-955
485
$322K 0.03%
28,400
+10,541
486
$322K 0.03%
5,116
-1,379
487
$321K 0.03%
3,185
+68
488
$320K 0.03%
7,693
-284
489
$319K 0.03%
9,481
+520
490
$318K 0.03%
1,960
+177
491
$318K 0.03%
3,474
-37
492
$316K 0.03%
33,903
-815
493
$315K 0.03%
3,266
-267
494
$315K 0.03%
6,415
495
$313K 0.03%
2,021
-1,819
496
$312K 0.03%
3,100
497
$310K 0.03%
+5,447
498
$307K 0.03%
+6,204
499
$307K 0.03%
1,572
-22
500
$306K 0.03%
6,875
-1,414
18 19
20
21 22