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
701
$93K 0.01%
12,844
-2,525
702
$87K 0.01%
2,710
-223
703
$86K 0.01%
25,507
+7,314
704
$82K 0.01%
21,658
+2,036
705
$74K 0.01%
28,739
+3,869
706
$63K 0.01%
741
+9
707
$56K 0.01%
453
+304
708
$52K ﹤0.01%
13
709
$48K ﹤0.01%
56
710
$48K ﹤0.01%
24,507
-17,222
711
$44K ﹤0.01%
+10,050
712
$37K ﹤0.01%
3,952
+1,195
713
$29K ﹤0.01%
+11,746
714
$25K ﹤0.01%
13,504
-12,976
715
$14K ﹤0.01%
26,625
716
– –
-16,856
717
– –
-4,506
718
– –
-11,728
719
– –
-16,748
720
– –
-15,989
721
– –
-6,575
722
– –
-17,547
723
– –
-18,050
724
– –
-13,311
725
– –
-23,299
27 28
29
30 31