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
551
$273K 0.03%
1,652
552
$273K 0.03%
16,682
-375
553
$272K 0.03%
+988
554
$271K 0.03%
3,068
555
$270K 0.03%
4,622
+73
556
$269K 0.03%
+538
557
$267K 0.03%
20,592
+9,308
558
$267K 0.03%
33,398
+19,664
559
$266K 0.03%
7,125
-1,555
560
$265K 0.03%
+3,516
561
$264K 0.03%
+1,317
562
$263K 0.02%
+12,934
563
$263K 0.02%
+14,468
564
$262K 0.02%
+1,455
565
$261K 0.02%
+15,222
566
$260K 0.02%
+889
567
$260K 0.02%
1,318
-210
568
$260K 0.02%
+1,006
569
$260K 0.02%
+15,448
570
$259K 0.02%
5,169
-1,145
571
$256K 0.02%
4,295
+585
572
$255K 0.02%
+990
573
$255K 0.02%
8,973
-769
574
$254K 0.02%
74,587
-74,402
575
$254K 0.02%
4,319
-1,218
21 22
23
24 25