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
76
$2.32M 0.29%
14,598
+495
77
$2.27M 0.28%
8,922
+115
78
$2.22M 0.27%
27,225
+1,233
79
$2.2M 0.27%
28,453
+261
80
$2.19M 0.27%
13,700
-285
81
$2.1M 0.26%
8,593
-22
82
$2.07M 0.26%
23,555
+55
83
$1.99M 0.25%
37,715
+770
84
$1.98M 0.24%
18,473
+445
85
$1.96M 0.24%
22,312
+442
86
$1.96M 0.24%
39,879
-1,205
87
$1.95M 0.24%
78,813
+1,269
88
$1.94M 0.24%
978
-36
89
$1.93M 0.24%
18,164
+104
90
$1.91M 0.24%
16,673
+72
91
$1.91M 0.24%
19,846
-149
92
$1.91M 0.24%
8,407
-43
93
$1.89M 0.23%
42,944
+1,151
94
$1.89M 0.23%
12,361
+172
95
$1.88M 0.23%
30,906
+782
96
$1.88M 0.23%
43,348
+17,500
97
$1.87M 0.23%
23,772
-838
98
$1.83M 0.23%
28,453
+1,748
99
$1.82M 0.22%
18,485
+498
100
$1.81M 0.22%
31,825
-1,480
2 3
4
5 6