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
76
$2.85M 0.27%
30,491
+2,875
77
$2.8M 0.27%
130,017
-23,903
78
$2.79M 0.26%
85,080
+13,986
79
$2.76M 0.26%
22,604
-572
80
$2.76M 0.26%
108,748
-11,691
81
$2.74M 0.26%
14,294
+6,210
82
$2.7M 0.26%
18,162
-1,045
83
$2.55M 0.24%
64,691
+6,394
84
$2.52M 0.24%
6,840
-398
85
$2.52M 0.24%
27,580
+227
86
$2.51M 0.24%
34,071
+4,105
87
$2.48M 0.24%
179,375
+6,750
88
$2.43M 0.23%
40,476
+864
89
$2.4M 0.23%
33,345
+1,050
90
$2.39M 0.23%
13,271
+11
91
$2.35M 0.22%
46,065
+4,813
92
$2.34M 0.22%
13,818
-152
93
$2.32M 0.22%
18,054
+2,313
94
$2.3M 0.22%
17,041
+198
95
$2.26M 0.21%
34,807
-426
96
$2.24M 0.21%
17,173
+1,676
97
$2.24M 0.21%
18,642
+550
98
$2.23M 0.21%
200,000
-6
99
$2.19M 0.21%
42,886
+60
100
$2.19M 0.21%
6,744
2 3
4
5 6