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
176
$1.19M 0.11%
4,448
+315
177
$1.18M 0.11%
41,263
-470
178
$1.17M 0.11%
29,761
+387
179
$1.17M 0.11%
125,925
-15,926
180
$1.16M 0.11%
9,885
+34
181
$1.16M 0.11%
10,401
-1,326
182
$1.15M 0.11%
21,996
+1,843
183
$1.14M 0.11%
47,549
+32,302
184
$1.14M 0.11%
6,620
-2,010
185
$1.14M 0.11%
21,623
+1,132
186
$1.14M 0.11%
98,553
+20,693
187
$1.13M 0.11%
5,843
+959
188
$1.12M 0.11%
5,808
-228
189
$1.12M 0.11%
14,743
-1,881
190
$1.11M 0.11%
6,641
+183
191
$1.11M 0.11%
14,608
+1,108
192
$1.1M 0.1%
12,567
-479
193
$1.09M 0.1%
34,390
+12,190
194
$1.09M 0.1%
12,670
+499
195
$1.09M 0.1%
+10,942
196
$1.09M 0.1%
7,598
197
$1.08M 0.1%
20,945
+119
198
$1.07M 0.1%
29,128
-5,108
199
$1.07M 0.1%
61,278
+24,247
200
$1.07M 0.1%
31,674
+319
6 7
8
9 10