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
176
$1.29M 0.13%
6,289
-749
177
$1.28M 0.13%
9,312
-114
178
$1.28M 0.13%
11,491
-185
179
$1.24M 0.12%
16,204
-177
180
$1.24M 0.12%
2,457
-98
181
$1.23M 0.12%
6,888
182
$1.23M 0.12%
9,851
-3,530
183
$1.22M 0.12%
23,843
-872
184
$1.22M 0.12%
4,766
+24
185
$1.22M 0.12%
28,634
-318
186
$1.21M 0.12%
14,222
+1,182
187
$1.21M 0.12%
15,942
+359
188
$1.2M 0.12%
22,703
-84
189
$1.2M 0.12%
13,230
-692
190
$1.18M 0.12%
17,099
-838
191
$1.18M 0.12%
12,407
-758
192
$1.16M 0.11%
27,844
+3,310
193
$1.16M 0.11%
3,365
-145
194
$1.15M 0.11%
30,084
+7,727
195
$1.14M 0.11%
21,234
+356
196
$1.14M 0.11%
5,206
+177
197
$1.12M 0.11%
7,598
198
$1.12M 0.11%
5,779
-102
199
$1.1M 0.11%
27,480
-523
200
$1.1M 0.11%
6,632
-17
6 7
8
9 10