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
651
$194K 0.02%
30,344
+2,219
652
$186K 0.02%
16,097
-5,161
653
$186K 0.02%
+10,285
654
$181K 0.02%
62,848
+14,692
655
$178K 0.02%
51,192
+15,341
656
$178K 0.02%
12,261
-297
657
$176K 0.02%
+20,942
658
$175K 0.02%
13,710
-588
659
$175K 0.02%
30,964
-3,239
660
$173K 0.02%
19,145
-3,981
661
$173K 0.02%
52,591
-28,248
662
$171K 0.02%
13,614
+2,989
663
$171K 0.02%
16,226
-797
664
$171K 0.02%
11,486
+38
665
$164K 0.02%
157,252
+3,847
666
$158K 0.02%
12,442
-14,353
667
$153K 0.01%
30,663
+2,933
668
$152K 0.01%
13,990
+242
669
$151K 0.01%
18,186
+3,334
670
$150K 0.01%
+10,918
671
$150K 0.01%
24,590
-9,565
672
$149K 0.01%
25,798
-3,197
673
$145K 0.01%
11,034
-430
674
$145K 0.01%
14,449
-2,028
675
$143K 0.01%
16,148
-9,470
25 26
27
28 29