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
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$255K 0.03%
3,213
+54
552
$252K 0.03%
19,528
+884
553
$251K 0.03%
4,636
-1,400
554
$249K 0.03%
11,604
+618
555
$249K 0.03%
16,240
+4,048
556
$248K 0.03%
3,325
557
$247K 0.03%
+1,502
558
$246K 0.03%
9,310
-1,500
559
$246K 0.03%
+1,198
560
$245K 0.03%
1,950
-60
561
$244K 0.03%
+2,538
562
$244K 0.03%
4,650
-32
563
$243K 0.03%
2,902
+501
564
$242K 0.03%
3,748
+26
565
$242K 0.03%
28,566
+465
566
$241K 0.03%
3,048
-4
567
$240K 0.03%
3,643
-11
568
$239K 0.03%
21,041
-18,026
569
$238K 0.03%
2,370
+49
570
$235K 0.03%
9,412
+127
571
$235K 0.03%
1,652
572
$234K 0.03%
5,459
573
$234K 0.03%
+8,081
574
$233K 0.03%
+20,490
575
$233K 0.03%
25,161
-21,478
21 22
23
24 25