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
626
$210K 0.02%
10,654
-537
627
$210K 0.02%
+6,736
628
$209K 0.02%
+1,967
629
$209K 0.02%
+6,148
630
$207K 0.02%
20,118
+1,198
631
$207K 0.02%
+1,986
632
$207K 0.02%
+9,071
633
$207K 0.02%
+2,440
634
$207K 0.02%
+1,450
635
$207K 0.02%
+762
636
$207K 0.02%
8,690
-3,760
637
$206K 0.02%
+4,537
638
$206K 0.02%
1,947
-29
639
$205K 0.02%
7,790
-1,430
640
$205K 0.02%
18,720
641
$204K 0.02%
3,938
-5,071
642
$204K 0.02%
+844
643
$203K 0.02%
26,386
+4,126
644
$203K 0.02%
+2,123
645
$202K 0.02%
+12,231
646
$201K 0.02%
5,183
+46
647
$200K 0.02%
+2,902
648
$200K 0.02%
+6,019
649
$197K 0.02%
+13,592
650
$196K 0.02%
11,159
-1,269
24 25
26
27 28