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
551
$288K 0.03%
1,040
-22
552
$288K 0.03%
3,100
553
$286K 0.03%
11,203
-402
554
$281K 0.03%
9,201
-71
555
$281K 0.03%
13,021
+24
556
$279K 0.03%
18,720
557
$279K 0.03%
18,511
558
$276K 0.03%
5,484
-92
559
$275K 0.03%
10,756
+2,061
560
$274K 0.03%
6,834
+197
561
$273K 0.03%
5,569
562
$272K 0.03%
1,602
-114
563
$272K 0.03%
5,477
-764
564
$272K 0.03%
145,476
-131,358
565
$272K 0.03%
8,501
-13,734
566
$271K 0.03%
1,279
+93
567
$270K 0.03%
+4,291
568
$269K 0.03%
5,611
-42
569
$268K 0.03%
27,960
-1,513
570
$267K 0.03%
2,605
+136
571
$267K 0.03%
4,714
+22
572
$265K 0.03%
5,525
-444
573
$264K 0.03%
1,159
+40
574
$263K 0.03%
19,902
+878
575
$262K 0.03%
14,936
-2,488
21 22
23
24 25