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
626
$194K 0.02%
19,513
627
$192K 0.02%
29,326
+1,434
628
$186K 0.02%
30,064
+7,567
629
$186K 0.02%
16,088
-553
630
$177K 0.02%
11,315
+300
631
$176K 0.02%
14,011
632
$167K 0.02%
18,382
633
$161K 0.02%
13,020
634
$161K 0.02%
10,000
635
$158K 0.02%
14,277
+1,326
636
$158K 0.02%
12,074
637
$155K 0.02%
12,211
638
$153K 0.02%
12,640
639
$151K 0.02%
+14,402
640
$148K 0.02%
10,676
641
$148K 0.02%
14,045
642
$144K 0.02%
22,735
-12,864
643
$142K 0.02%
18,303
-8,923
644
$140K 0.02%
11,960
-685
645
$139K 0.02%
12,072
646
$138K 0.02%
12,464
+217
647
$136K 0.02%
56
648
$135K 0.02%
10,865
-11,026
649
$130K 0.02%
11,541
650
$127K 0.02%
18,028
+1,572
24 25
26
27 28