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
601
$228K 0.02%
994
-148
602
$228K 0.02%
64,884
-1,992
603
$226K 0.02%
17,575
-2,448
604
$225K 0.02%
+1,543
605
$224K 0.02%
12,233
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606
$224K 0.02%
11,608
-99,726
607
$223K 0.02%
2,156
-58
608
$223K 0.02%
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609
$223K 0.02%
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610
$221K 0.02%
4,977
+153
611
$221K 0.02%
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612
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613
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+1,271
614
$217K 0.02%
4,195
-4,697
615
$217K 0.02%
+3,585
616
$217K 0.02%
+1,772
617
$215K 0.02%
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618
$215K 0.02%
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619
$215K 0.02%
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620
$215K 0.02%
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621
$213K 0.02%
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622
$212K 0.02%
12,360
-789
623
$211K 0.02%
17,215
+611
624
$210K 0.02%
11,230
-794
625
$210K 0.02%
+6,310
23 24
25
26 27