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
101
$2.15M 0.2%
5,899
+219
102
$2.13M 0.2%
9,110
+198
103
$2.08M 0.2%
28,324
+10,249
104
$2.07M 0.2%
66,661
+13,421
105
$2.06M 0.2%
4,656
+433
106
$2.05M 0.19%
14,155
-458
107
$2M 0.19%
10,076
+1,282
108
$1.97M 0.19%
62,290
+14,290
109
$1.96M 0.19%
41,190
-5,769
110
$1.94M 0.18%
21,117
+1,869
111
$1.93M 0.18%
3,780
-110
112
$1.91M 0.18%
7,270
+270
113
$1.9M 0.18%
35,671
+6,223
114
$1.89M 0.18%
14,082
+2,826
115
$1.87M 0.18%
4,812
-7
116
$1.84M 0.17%
19,344
+1,554
117
$1.84M 0.17%
32,148
+20,293
118
$1.82M 0.17%
40,986
-920
119
$1.75M 0.17%
28,377
+2,721
120
$1.75M 0.17%
8,849
+1,443
121
$1.7M 0.16%
3,119
+117
122
$1.69M 0.16%
27,439
+5,975
123
$1.67M 0.16%
20,882
-612
124
$1.66M 0.16%
5,720
+65
125
$1.65M 0.16%
7,790
-127
3 4
5
6 7