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
501
$338K 0.03%
8,282
+227
502
$336K 0.03%
4,768
-857
503
$334K 0.03%
38,090
-4,955
504
$334K 0.03%
22,878
-958
505
$333K 0.03%
4,921
+48
506
$333K 0.03%
9,280
-312
507
$333K 0.03%
2,314
+420
508
$332K 0.03%
5,629
-368
509
$330K 0.03%
35,406
-7,814
510
$326K 0.03%
7,919
-5,358
511
$325K 0.03%
1,080
-52
512
$324K 0.03%
7,350
513
$324K 0.03%
2,426
+118
514
$324K 0.03%
2,089
+48
515
$324K 0.03%
57,534
+23,060
516
$322K 0.03%
3,395
+606
517
$322K 0.03%
2,340
+70
518
$322K 0.03%
13,658
-193
519
$321K 0.03%
13,790
-2,404
520
$321K 0.03%
1,240
-424
521
$321K 0.03%
25,074
+270
522
$321K 0.03%
3,645
+371
523
$321K 0.03%
13,800
524
$320K 0.03%
3,509
-241
525
$319K 0.03%
2,985
+144
19 20
21
22 23