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
501
$306K 0.03%
13,133
-1,381
502
$305K 0.03%
6,558
+57
503
$305K 0.03%
2,502
+410
504
$303K 0.03%
2,263
-733
505
$303K 0.03%
1,537
-13
506
$302K 0.03%
+10,857
507
$302K 0.03%
+5,642
508
$301K 0.03%
4,381
+267
509
$301K 0.03%
26,866
-798
510
$300K 0.03%
1,767
+335
511
$299K 0.03%
+5,892
512
$299K 0.03%
2,607
-769
513
$299K 0.03%
20,000
514
$299K 0.03%
2,628
-1,022
515
$298K 0.03%
1,653
-114
516
$297K 0.03%
6,135
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517
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8,635
-1,573
518
$295K 0.03%
+8,047
519
$294K 0.03%
9,208
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520
$294K 0.03%
6,310
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521
$294K 0.03%
+1,733
522
$293K 0.03%
4,120
+290
523
$293K 0.03%
24,021
-4,997
524
$292K 0.03%
1,962
-816
525
$291K 0.03%
14,504
-49
19 20
21
22 23