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
601
$219K 0.03%
48,093
+8,086
602
$219K 0.03%
+1,592
603
$219K 0.03%
2,844
-31
604
$218K 0.03%
4,313
-136
605
$218K 0.03%
+6,888
606
$217K 0.03%
1,152
+17
607
$217K 0.03%
+3,776
608
$215K 0.03%
4,290
-85
609
$214K 0.03%
2,511
-809
610
$213K 0.03%
+6,579
611
$213K 0.03%
+3,366
612
$213K 0.03%
+7,718
613
$212K 0.03%
+2,434
614
$212K 0.03%
18,504
615
$211K 0.03%
17,052
616
$210K 0.03%
16,556
617
$208K 0.03%
+6,568
618
$208K 0.03%
+2,995
619
$207K 0.03%
+2,096
620
$206K 0.03%
17,302
621
$205K 0.03%
8,415
+4,514
622
$205K 0.03%
+2,142
623
$200K 0.02%
+2,764
624
$200K 0.02%
+7,617
625
$200K 0.02%
+1,769
23 24
25
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