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
151
$1.54M 0.15%
20,386
+1,474
152
$1.54M 0.15%
7,347
-212
153
$1.54M 0.15%
13,334
-71
154
$1.53M 0.15%
27,664
+34
155
$1.53M 0.15%
25,053
+553
156
$1.51M 0.15%
31,668
-144
157
$1.48M 0.15%
35,801
+4,164
158
$1.48M 0.15%
8,212
+53
159
$1.46M 0.14%
11,024
-14
160
$1.42M 0.14%
8,182
-1,581
161
$1.4M 0.14%
23,564
-262
162
$1.39M 0.14%
9,207
+655
163
$1.38M 0.14%
25,057
-1,238
164
$1.38M 0.14%
12,740
-609
165
$1.37M 0.14%
11,796
-16
166
$1.37M 0.13%
7,503
167
$1.36M 0.13%
15,925
+533
168
$1.35M 0.13%
53,488
-4,428
169
$1.35M 0.13%
18,650
+1,078
170
$1.34M 0.13%
+31,512
171
$1.33M 0.13%
6,052
-31
172
$1.33M 0.13%
7,544
173
$1.32M 0.13%
9,509
+624
174
$1.32M 0.13%
8,484
-578
175
$1.29M 0.13%
11,907
+6
5 6
7
8 9