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
526
$318K 0.03%
4,609
+375
527
$312K 0.03%
4,096
528
$310K 0.03%
3,543
+24
529
$309K 0.03%
5,413
-837
530
$305K 0.03%
22,491
+1,194
531
$304K 0.03%
16,378
-468
532
$304K 0.03%
20,000
533
$303K 0.03%
8,840
-32
534
$301K 0.03%
4,662
-58
535
$300K 0.03%
+5,718
536
$299K 0.03%
6,628
+797
537
$298K 0.03%
10,078
-2,612
538
$298K 0.03%
1,549
-207
539
$297K 0.03%
63,649
-5,962
540
$297K 0.03%
22,639
-386
541
$297K 0.03%
6,125
542
$295K 0.03%
14,769
+79
543
$295K 0.03%
19,866
544
$294K 0.03%
2,247
-13
545
$294K 0.03%
7,386
-604
546
$294K 0.03%
8,206
-744
547
$293K 0.03%
6,643
+338
548
$288K 0.03%
19,082
-1,429
549
$288K 0.03%
6,624
-613
550
$288K 0.03%
4,712
-997
20 21
22
23 24