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
676
$167K 0.02%
54,047
-1,619
677
$163K 0.02%
23,760
+3,137
678
$161K 0.02%
16,926
-247
679
$152K 0.02%
10,998
+890
680
$150K 0.01%
13
-4
681
$150K 0.01%
10,000
682
$140K 0.01%
10,898
-2,043
683
$140K 0.01%
37,607
-51,944
684
$118K 0.01%
30,466
+696
685
$117K 0.01%
286
-446
686
$115K 0.01%
19,760
+1,556
687
$106K 0.01%
20,275
-15,513
688
$103K 0.01%
42,449
+18,096
689
$99K 0.01%
11,743
-9,262
690
$77K 0.01%
16,172
-4,485
691
$70K 0.01%
15,024
-8,962
692
$64K 0.01%
13,295
+2,975
693
$60K 0.01%
18,289
+465
694
$58K 0.01%
56
695
$49K ﹤0.01%
+10,403
696
$46K ﹤0.01%
16,286
-253
697
$16K ﹤0.01%
26,625
698
– –
-2,491
699
– –
-4,576
700
– –
-111
26 27
28
29 30