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
51
$4.09M 0.4%
24,876
-492
52
$4.01M 0.39%
89,269
-6,340
53
$3.91M 0.39%
38,596
+1,025
54
$3.9M 0.38%
48,824
+80
55
$3.89M 0.38%
300,006
-405
56
$3.83M 0.38%
86,106
+5,411
57
$3.81M 0.38%
53,774
+14
58
$3.75M 0.37%
12,765
+160
59
$3.64M 0.36%
119,470
60
$3.6M 0.36%
38,059
-881
61
$3.54M 0.35%
27,626
-435
62
$3.54M 0.35%
50,952
+79
63
$3.53M 0.35%
66,632
-1,154
64
$3.5M 0.34%
10,752
-181
65
$3.48M 0.34%
40,025
-340
66
$3.35M 0.33%
153,808
-288
67
$3.33M 0.33%
13,802
-1,145
68
$3.32M 0.33%
260,928
+16
69
$3.13M 0.31%
22,255
-528
70
$3.11M 0.31%
48,397
+2,305
71
$3.07M 0.3%
52,053
+2,430
72
$3.04M 0.3%
28,120
-3,518
73
$3.02M 0.3%
18,591
-1,564
74
$2.93M 0.29%
21,531
-280
75
$2.89M 0.28%
21,546
-264
1 2
3
4 5