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
101
$2.27M 0.22%
38,311
-1,989
102
$2.24M 0.22%
18,020
-281
103
$2.23M 0.22%
18,642
+512
104
$2.23M 0.22%
28,150
+261
105
$2.21M 0.22%
23,482
-423
106
$2.19M 0.22%
24,618
+233
107
$2.15M 0.21%
158,465
-4,730
108
$2.12M 0.21%
9,965
-927
109
$2.1M 0.21%
6,964
-138
110
$2.07M 0.2%
53,058
+4,575
111
$2.07M 0.2%
12,275
-892
112
$2.02M 0.2%
45,434
113
$2.02M 0.2%
34,319
-1,162
114
$2.01M 0.2%
36,212
+2,938
115
$2.01M 0.2%
23,659
+1,649
116
$2.01M 0.2%
35,699
+17,992
117
$2M 0.2%
974
-24
118
$1.99M 0.2%
32,639
+760
119
$1.97M 0.19%
12,346
+152
120
$1.97M 0.19%
6,653
-85
121
$1.95M 0.19%
5,017
-927
122
$1.95M 0.19%
13,218
+210
123
$1.95M 0.19%
67,216
-2,946
124
$1.9M 0.19%
37,910
-1,460
125
$1.86M 0.18%
38,126
-1,246
3 4
5
6 7