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
601
$243K 0.02%
+4,432
602
$242K 0.02%
+1,043
603
$242K 0.02%
4,758
-679
604
$242K 0.02%
13,208
+142
605
$241K 0.02%
8,835
-1,317
606
$241K 0.02%
3,875
-180
607
$240K 0.02%
3,031
-318
608
$238K 0.02%
4,025
609
$238K 0.02%
1,634
-89
610
$238K 0.02%
10,879
-1,069
611
$236K 0.02%
+1,991
612
$236K 0.02%
12,207
+102
613
$235K 0.02%
8,339
+265
614
$234K 0.02%
3,673
-307
615
$233K 0.02%
8,363
-263
616
$233K 0.02%
+1,524
617
$232K 0.02%
+4,244
618
$231K 0.02%
10,014
-1,528
619
$231K 0.02%
3,560
+176
620
$231K 0.02%
4,293
+126
621
$229K 0.02%
131,619
+20,118
622
$229K 0.02%
60,500
-6,507
623
$229K 0.02%
2,916
-830
624
$228K 0.02%
+2,344
625
$227K 0.02%
26,031
+4,847
23 24
25
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