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
101
$1.79M 0.22%
147,725
+6,270
102
$1.78M 0.22%
22,226
+1,367
103
$1.76M 0.22%
15,116
+724
104
$1.68M 0.21%
17,694
+263
105
$1.68M 0.21%
42,418
+8
106
$1.68M 0.21%
10,739
+343
107
$1.67M 0.21%
29,806
+1,402
108
$1.67M 0.21%
30,041
+1,306
109
$1.63M 0.2%
11,949
-378
110
$1.62M 0.2%
22,444
+1,050
111
$1.61M 0.2%
10,746
+1,126
112
$1.58M 0.2%
7,047
+118
113
$1.54M 0.19%
10,619
+1,231
114
$1.54M 0.19%
7,596
+94
115
$1.54M 0.19%
34,614
-807
116
$1.52M 0.19%
5,559
-256
117
$1.51M 0.19%
4,047
+7
118
$1.51M 0.19%
+45,511
119
$1.5M 0.19%
63,558
+736
120
$1.49M 0.18%
27,440
-5,898
121
$1.48M 0.18%
29,560
+1,758
122
$1.46M 0.18%
40,746
-509
123
$1.46M 0.18%
4,135
+352
124
$1.46M 0.18%
9,093
+580
125
$1.45M 0.18%
32,392
+3,018
3 4
5
6 7