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
51
$3.82M 0.36%
20,387
+1,132
52
$3.8M 0.36%
62,387
-71,597
53
$3.72M 0.35%
52,340
-1,651
54
$3.7M 0.35%
48,116
+1,220
55
$3.64M 0.34%
61,873
+2,643
56
$3.64M 0.34%
41,662
-95
57
$3.6M 0.34%
40,317
-1,231
58
$3.53M 0.34%
269,232
+2,416
59
$3.5M 0.33%
63,289
-2,980
60
$3.47M 0.33%
130,200
-32,657
61
$3.46M 0.33%
21,043
+379
62
$3.42M 0.32%
20,218
-1,723
63
$3.39M 0.32%
78,415
-11,577
64
$3.35M 0.32%
75,035
-1,116
65
$3.27M 0.31%
25,784
-2,156
66
$3.17M 0.3%
8,755
+30
67
$3.16M 0.3%
78,987
-10,758
68
$3.15M 0.3%
20,080
-161
69
$3.09M 0.29%
11,956
-342
70
$3M 0.28%
67,079
+6,600
71
$2.99M 0.28%
21,342
-1,511
72
$2.95M 0.28%
55,763
+1,684
73
$2.93M 0.28%
8,887
+2,258
74
$2.89M 0.27%
9,753
-797
75
$2.89M 0.27%
22,989
+340
1 2
3
4 5