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
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.39%
101,451
+1,371
52
$3.17M 0.39%
18,012
+961
53
$3.1M 0.38%
45,560
+3,805
54
$3.09M 0.38%
14,918
+347
55
$3.08M 0.38%
82,190
+180
56
$3.05M 0.38%
434,320
+3,400
57
$3.04M 0.38%
8,282
+1,100
58
$3.01M 0.37%
20,127
-925
59
$2.99M 0.37%
48,224
+2,006
60
$2.99M 0.37%
38,748
-95
61
$2.98M 0.37%
12,695
+733
62
$2.96M 0.37%
40,373
+970
63
$2.93M 0.36%
30,952
-69
64
$2.87M 0.35%
76,476
+678
65
$2.82M 0.35%
17,105
-268
66
$2.8M 0.35%
26,071
+384
67
$2.73M 0.34%
35,304
+3,369
68
$2.65M 0.33%
15,381
+410
69
$2.46M 0.3%
20,043
+1,078
70
$2.45M 0.3%
40,661
+855
71
$2.45M 0.3%
18,894
+226
72
$2.41M 0.3%
57,583
-1,490
73
$2.39M 0.3%
15,875
+587
74
$2.38M 0.29%
16,466
+1,673
75
$2.37M 0.29%
19,091
-1,096
1 2
3
4 5