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
201
$1.07M 0.1%
7,451
+3,240
202
$1.06M 0.1%
18,387
-363
203
$1.06M 0.1%
6,211
-234
204
$1.05M 0.1%
47,573
+19,504
205
$1.05M 0.1%
37,883
+5,767
206
$1.05M 0.1%
3,431
-118
207
$1.03M 0.1%
9,932
+2,056
208
$1.03M 0.1%
37,469
+882
209
$1.02M 0.1%
5,814
-328
210
$1.02M 0.1%
638
-122
211
$1M 0.1%
4,583
+567
212
$991K 0.09%
22,217
-5,612
213
$983K 0.09%
8,017
+389
214
$983K 0.09%
26,178
-4,216
215
$970K 0.09%
11,382
+79
216
$965K 0.09%
35,839
+601
217
$959K 0.09%
5,046
-627
218
$955K 0.09%
10,432
-418
219
$953K 0.09%
51,799
+32,603
220
$950K 0.09%
2,447
+173
221
$945K 0.09%
2,624
+257
222
$941K 0.09%
17,274
-2,860
223
$935K 0.09%
8,701
+454
224
$934K 0.09%
5,943
-1,016
225
$933K 0.09%
4,383
+1,566
7 8
9
10 11