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
76
$2.88M 0.28%
23,136
+21
77
$2.86M 0.28%
486,800
-12,720
78
$2.84M 0.28%
8,748
-303
79
$2.84M 0.28%
32,301
+28
80
$2.81M 0.28%
16,482
-1,365
81
$2.71M 0.27%
18,380
+1,148
82
$2.68M 0.26%
7,147
-59
83
$2.67M 0.26%
30,164
+50
84
$2.63M 0.26%
35,422
-57
85
$2.62M 0.26%
11,412
-309
86
$2.62M 0.26%
40,308
-1,372
87
$2.6M 0.26%
22,895
+648
88
$2.59M 0.26%
80,030
-12,350
89
$2.59M 0.25%
9,872
-554
90
$2.53M 0.25%
19,243
-85
91
$2.5M 0.25%
13,260
-150
92
$2.43M 0.24%
48,733
-780
93
$2.4M 0.24%
13,537
-264
94
$2.39M 0.24%
13,081
-303
95
$2.35M 0.23%
18,327
-747
96
$2.34M 0.23%
26,545
+394
97
$2.34M 0.23%
21,710
98
$2.32M 0.23%
38,376
-360
99
$2.31M 0.23%
8,689
-431
100
$2.29M 0.23%
4,084
-1
2 3
4
5 6