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
626
$227K 0.02%
8,831
-3,444
627
$227K 0.02%
6,185
-1,076
628
$226K 0.02%
3,858
-7,150
629
$225K 0.02%
3,111
-23
630
$225K 0.02%
+10,092
631
$225K 0.02%
783
+57
632
$224K 0.02%
3,723
-1,453
633
$223K 0.02%
6,716
-12,164
634
$222K 0.02%
11,112
+419
635
$222K 0.02%
33,609
-1,423
636
$221K 0.02%
3,953
-8,144
637
$220K 0.02%
2,369
-20,175
638
$219K 0.02%
+3,233
639
$219K 0.02%
20,256
-6,144
640
$219K 0.02%
+2,117
641
$219K 0.02%
+3,556
642
$217K 0.02%
34,680
+7,419
643
$216K 0.02%
6,227
-212
644
$215K 0.02%
8,255
-683
645
$215K 0.02%
+1,454
646
$214K 0.02%
+3,596
647
$213K 0.02%
4,554
+222
648
$213K 0.02%
4,606
-95
649
$212K 0.02%
+2,530
650
$212K 0.02%
9,062
-3,844
24 25
26
27 28