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
576
$252K 0.02%
4,284
-1,276
577
$250K 0.02%
4,992
+587
578
$249K 0.02%
23,086
+4,698
579
$249K 0.02%
+2,575
580
$248K 0.02%
+6,486
581
$247K 0.02%
4,550
-799
582
$246K 0.02%
13,487
-1,065
583
$246K 0.02%
3,510
+18
584
$245K 0.02%
4,946
+393
585
$245K 0.02%
17,980
-8,547
586
$244K 0.02%
6,492
-2,250
587
$242K 0.02%
+23,067
588
$239K 0.02%
2,065
-287
589
$238K 0.02%
+10,720
590
$238K 0.02%
18,405
+3,846
591
$237K 0.02%
12,028
592
$237K 0.02%
3,824
-73
593
$237K 0.02%
+1,499
594
$237K 0.02%
+3,972
595
$237K 0.02%
32,311
-360
596
$235K 0.02%
+4,721
597
$233K 0.02%
+4,257
598
$232K 0.02%
6,555
+279
599
$231K 0.02%
1,118
-172
600
$231K 0.02%
+829
22 23
24
25 26