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
651
$212K 0.02%
+1,524
652
$211K 0.02%
+5,131
653
$211K 0.02%
1,769
654
$210K 0.02%
4,368
-1,176
655
$210K 0.02%
+5,869
656
$210K 0.02%
+4,066
657
$208K 0.02%
+747
658
$204K 0.02%
1,559
-146
659
$203K 0.02%
9,674
-3,634
660
$203K 0.02%
12,100
-600
661
$203K 0.02%
+6,595
662
$201K 0.02%
3,360
-80
663
$201K 0.02%
802
-1,492
664
$200K 0.02%
+3,961
665
$200K 0.02%
1,374
-94
666
$200K 0.02%
21,368
-8,891
667
$197K 0.02%
15,360
668
$193K 0.02%
46,211
-2,773
669
$185K 0.02%
17,507
+64
670
$179K 0.02%
25,822
-3,636
671
$178K 0.02%
+16,212
672
$177K 0.02%
15,258
-749
673
$174K 0.02%
11,939
-2,818
674
$173K 0.02%
13,533
+205
675
$173K 0.02%
11,521
-1,117
25 26
27
28 29