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
576
$262K 0.03%
1,652
577
$261K 0.03%
3,346
578
$261K 0.03%
12,823
-22
579
$261K 0.03%
9,537
-692
580
$258K 0.03%
2,589
+81
581
$258K 0.03%
8,659
+132
582
$257K 0.03%
3,458
583
$256K 0.03%
1,951
+34
584
$256K 0.03%
2,843
-285
585
$254K 0.03%
+5,929
586
$254K 0.03%
+1,902
587
$253K 0.02%
1,700
588
$253K 0.02%
5,207
+14
589
$253K 0.02%
+13,150
590
$253K 0.02%
17,851
+14
591
$250K 0.02%
7,991
+76
592
$249K 0.02%
32,028
-12,241
593
$248K 0.02%
6,890
+658
594
$248K 0.02%
3,379
+49
595
$247K 0.02%
8,106
-3,944
596
$246K 0.02%
3,910
-509
597
$246K 0.02%
+1,413
598
$246K 0.02%
1,217
-5
599
$244K 0.02%
6,268
+95
600
$243K 0.02%
6,467
-454
22 23
24
25 26