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
201
$939K 0.12%
7,105
-7
202
$939K 0.12%
21,116
-558
203
$933K 0.12%
17,564
+764
204
$933K 0.12%
11,216
+1,831
205
$931K 0.12%
4,869
+309
206
$931K 0.12%
11,332
+1,543
207
$929K 0.11%
194,450
208
$923K 0.11%
30,703
-437
209
$917K 0.11%
11,898
+211
210
$906K 0.11%
13,725
-28
211
$904K 0.11%
15,163
+383
212
$901K 0.11%
6,414
-26
213
$893K 0.11%
+30,198
214
$887K 0.11%
+31,495
215
$886K 0.11%
11,478
-56
216
$886K 0.11%
19,286
+1,479
217
$886K 0.11%
12,019
+123
218
$883K 0.11%
34,255
-891
219
$880K 0.11%
24,018
+189
220
$875K 0.11%
5,819
+298
221
$871K 0.11%
19,256
-768
222
$859K 0.11%
8,483
+592
223
$857K 0.11%
2,399
-7
224
$843K 0.1%
54,357
-84,846
225
$836K 0.1%
15,710
-309
7 8
9
10 11