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
576
$233K 0.03%
1,449
-76
577
$231K 0.03%
2,139
+99
578
$231K 0.03%
4,322
-76
579
$230K 0.03%
5,840
+200
580
$229K 0.03%
4,683
-44
581
$229K 0.03%
+3,240
582
$227K 0.03%
+1,344
583
$226K 0.03%
2,093
-45
584
$226K 0.03%
2,649
-1,729
585
$226K 0.03%
7,260
+827
586
$224K 0.03%
4,458
-48
587
$224K 0.03%
3,056
+554
588
$223K 0.03%
+15,919
589
$223K 0.03%
3,395
+178
590
$223K 0.03%
17,400
591
$223K 0.03%
+3,500
592
$223K 0.03%
1,200
593
$223K 0.03%
+3,122
594
$222K 0.03%
2,807
-40
595
$222K 0.03%
+5,841
596
$222K 0.03%
+1,042
597
$221K 0.03%
4,703
-4
598
$221K 0.03%
10,420
+178
599
$221K 0.03%
3,587
+240
600
$220K 0.03%
19,043
22 23
24
25 26