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
651
$120K 0.01%
+25,914
652
$118K 0.01%
10,319
653
$112K 0.01%
+13,023
654
$107K 0.01%
+3,183
655
$106K 0.01%
+10,869
656
$102K 0.01%
1,610
-1,531
657
$101K 0.01%
10,643
-250
658
$96K 0.01%
2,656
+54
659
$94K 0.01%
2,326
-180
660
$82K 0.01%
16,286
-4,482
661
$79K 0.01%
90,076
+12,916
662
$77K 0.01%
12,751
+1,249
663
$70K 0.01%
14,493
-15,063
664
$65K 0.01%
10,865
-3,568
665
$54K 0.01%
+25,813
666
$48K 0.01%
19,917
+7,007
667
$32K ﹤0.01%
220
668
$21K ﹤0.01%
26,625
669
– –
-6,030
670
– –
-4,598
671
– –
-3,996
672
– –
-16,086
673
– –
-8,195
674
– –
-14,400
675
– –
-928
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