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
126
$1.43M 0.18%
21,034
+907
127
$1.43M 0.18%
12,882
128
$1.42M 0.18%
16,072
+377
129
$1.42M 0.17%
9,986
+613
130
$1.41M 0.17%
7,955
+20
131
$1.41M 0.17%
+12,634
132
$1.39M 0.17%
56,470
-1,190
133
$1.39M 0.17%
4,113
+95
134
$1.38M 0.17%
3,999
+115
135
$1.38M 0.17%
10,780
+421
136
$1.37M 0.17%
6,629
-302
137
$1.32M 0.16%
10,340
+297
138
$1.31M 0.16%
11,617
-24
139
$1.3M 0.16%
31,124
-2,268
140
$1.29M 0.16%
6,612
-17
141
$1.28M 0.16%
27,421
+1,057
142
$1.27M 0.16%
18,975
+574
143
$1.26M 0.16%
24,681
+831
144
$1.25M 0.15%
16,366
+195
145
$1.25M 0.15%
25,866
+1,326
146
$1.24M 0.15%
7,923
+451
147
$1.23M 0.15%
41,085
148
$1.22M 0.15%
17,230
+78
149
$1.21M 0.15%
7,503
+2,000
150
$1.2M 0.15%
12,639
+403
4 5
6
7 8