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
676
$141K 0.01%
10,000
677
$137K 0.01%
11,615
-483
678
$127K 0.01%
48,268
-11,741
679
$127K 0.01%
20,783
-12,356
680
$127K 0.01%
12,587
-9,864
681
$123K 0.01%
13,686
+1,562
682
$120K 0.01%
16,553
-15,785
683
$119K 0.01%
13,300
684
$118K 0.01%
17,515
-1,071
685
$117K 0.01%
+25,823
686
$115K 0.01%
23,553
-2,458
687
$115K 0.01%
22,572
+442
688
$114K 0.01%
+10,467
689
$114K 0.01%
10,654
-6,185
690
$112K 0.01%
243
-59
691
$110K 0.01%
+11,393
692
$110K 0.01%
+14,217
693
$108K 0.01%
15,200
694
$106K 0.01%
24,246
-20,342
695
$104K 0.01%
14,743
+4,519
696
$104K 0.01%
26,213
+8,425
697
$104K 0.01%
+14,270
698
$100K 0.01%
11,545
-640
699
$99K 0.01%
17,744
+86
700
$96K 0.01%
13,747
-4,917
26 27
28
29 30