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
126
$1.63M 0.15%
31,894
+6,377
127
$1.6M 0.15%
13,865
+1,297
128
$1.59M 0.15%
31,545
-1,124
129
$1.59M 0.15%
23,381
+168
130
$1.56M 0.15%
66,436
+12,539
131
$1.56M 0.15%
17,147
+1,467
132
$1.56M 0.15%
8,496
+210
133
$1.55M 0.15%
12,246
-190
134
$1.55M 0.15%
10,948
+904
135
$1.53M 0.15%
65,862
-3,768
136
$1.53M 0.14%
14,520
+1,707
137
$1.52M 0.14%
9,114
+1,153
138
$1.52M 0.14%
25,125
-204
139
$1.52M 0.14%
7,503
140
$1.5M 0.14%
8,592
+557
141
$1.48M 0.14%
15,172
+291
142
$1.46M 0.14%
27,304
-17,680
143
$1.45M 0.14%
17,750
-86
144
$1.43M 0.14%
20,367
-3,174
145
$1.42M 0.13%
7,900
+267
146
$1.42M 0.13%
13,479
+2,855
147
$1.4M 0.13%
144,580
+35,573
148
$1.38M 0.13%
27,037
+1,021
149
$1.38M 0.13%
24,582
-1,455
150
$1.38M 0.13%
7,341
+1,119
4 5
6
7 8