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
526
$288K 0.03%
47,490
-10,229
527
$288K 0.03%
4,206
-12
528
$288K 0.03%
7,532
+1,701
529
$287K 0.03%
2,055
-198
530
$285K 0.03%
10,646
-215
531
$285K 0.03%
23,886
-3,765
532
$284K 0.03%
2,490
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533
$284K 0.03%
5,656
-520
534
$284K 0.03%
8,718
+555
535
$284K 0.03%
1,903
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536
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+1,424
537
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10,046
538
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+22,072
539
$279K 0.03%
2,474
-583
540
$277K 0.03%
+662
541
$277K 0.03%
13,312
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542
$277K 0.03%
13,845
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543
$276K 0.03%
17,192
-5,248
544
$276K 0.03%
5,569
545
$275K 0.03%
14,248
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546
$275K 0.03%
183,043
-16,037
547
$274K 0.03%
+5,419
548
$274K 0.03%
5,484
549
$273K 0.03%
5,243
+569
550
$273K 0.03%
+6,855
20 21
22
23 24