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
151
$1.36M 0.13%
10,161
-1,154
152
$1.35M 0.13%
3,334
+324
153
$1.34M 0.13%
21,115
+8,295
154
$1.33M 0.13%
4,688
-8,765
155
$1.32M 0.13%
11,917
+6
156
$1.32M 0.12%
42,942
-2,649
157
$1.31M 0.12%
19,160
-261
158
$1.3M 0.12%
4,747
-30
159
$1.3M 0.12%
13,407
-2,159
160
$1.3M 0.12%
5,376
+38
161
$1.29M 0.12%
5,404
+324
162
$1.29M 0.12%
26,755
+1,049
163
$1.29M 0.12%
9,407
-1,735
164
$1.28M 0.12%
7,378
+1,696
165
$1.27M 0.12%
11,410
-50,213
166
$1.27M 0.12%
14,292
-526
167
$1.26M 0.12%
2,029
+197
168
$1.25M 0.12%
1,784
+41
169
$1.24M 0.12%
7,224
-158
170
$1.23M 0.12%
15,097
+275
171
$1.21M 0.12%
19,695
+2,259
172
$1.2M 0.11%
46,780
-8,601
173
$1.2M 0.11%
19,857
-341
174
$1.19M 0.11%
30,378
+4,237
175
$1.19M 0.11%
30,677
+3,919
5 6
7
8 9