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
201
$1.1M 0.11%
3,697
-87
202
$1.09M 0.11%
5,598
-504
203
$1.09M 0.11%
5,410
-257
204
$1.08M 0.11%
19,174
+325
205
$1.07M 0.11%
4,568
-3
206
$1.06M 0.1%
5,406
+30
207
$1.06M 0.1%
16,710
-129
208
$1.05M 0.1%
23,317
+1,902
209
$1.05M 0.1%
20,788
+2,791
210
$1.04M 0.1%
100,372
-21,634
211
$1.03M 0.1%
12,476
-241
212
$1.02M 0.1%
4,321
-113
213
$1.01M 0.1%
186,371
-11,288
214
$1M 0.1%
5,239
-12,138
215
$999K 0.1%
12,890
+442
216
$994K 0.1%
834
+8
217
$992K 0.1%
11,864
-732
218
$992K 0.1%
26,658
219
$985K 0.1%
40,885
-2,779
220
$983K 0.1%
22,630
+2,929
221
$949K 0.09%
56,905
-785
222
$945K 0.09%
140,495
-1,186
223
$945K 0.09%
11,549
-241
224
$941K 0.09%
19,524
+676
225
$935K 0.09%
7,866
+388
7 8
9
10 11