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
151
$1.19M 0.15%
7,058
-276
152
$1.19M 0.15%
5,188
+261
153
$1.18M 0.15%
13,101
+90
154
$1.16M 0.14%
4,814
+8
155
$1.15M 0.14%
13,123
+84
156
$1.15M 0.14%
8,301
-1,857
157
$1.15M 0.14%
+8,289
158
$1.15M 0.14%
2,431
+109
159
$1.14M 0.14%
7,073
160
$1.14M 0.14%
8,532
-759
161
$1.13M 0.14%
12,364
-522
162
$1.13M 0.14%
12,817
+290
163
$1.13M 0.14%
13,425
+937
164
$1.12M 0.14%
8,378
+1,591
165
$1.11M 0.14%
11,214
+129
166
$1.11M 0.14%
15,225
+388
167
$1.1M 0.14%
27,486
+2,360
168
$1.1M 0.14%
6,080
+337
169
$1.1M 0.14%
3,761
+386
170
$1.1M 0.14%
11,141
-502
171
$1.1M 0.14%
18,053
-1,737
172
$1.09M 0.14%
21,464
+111
173
$1.09M 0.14%
12,226
+369
174
$1.09M 0.13%
226,694
+7,497
175
$1.08M 0.13%
7,619
+72
5 6
7
8 9