LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$33.7M 4.17%
597,984
-3,760
2
$23M 2.84%
201,259
+7
3
$20.2M 2.49%
63
4
$15.5M 1.92%
204,652
+531
5
$15M 1.86%
150,140
-3,540
6
$14.8M 1.83%
285,008
+490
7
$11.4M 1.41%
257,992
8
$11.2M 1.38%
38,498
+1,238
9
$10.7M 1.33%
92,602
-440
10
$9.38M 1.16%
57,048
+694
11
$8.99M 1.11%
148,980
+6,240
12
$8.28M 1.02%
59,904
+492
13
$8.23M 1.02%
38,432
-64
14
$7.54M 0.93%
88,660
-550
15
$7.17M 0.89%
63,509
+341
16
$7.08M 0.87%
60,532
+596
17
$6.68M 0.82%
44,478
-293
18
$6.62M 0.82%
97,744
-1,025
19
$6.61M 0.82%
650,390
+390
20
$6.42M 0.79%
386,336
+560
21
$6.04M 0.75%
144,367
+2,093
22
$5.55M 0.69%
114,109
-355
23
$5.19M 0.64%
25,043
+953
24
$5.15M 0.64%
203,000
+36,631
25
$4.89M 0.6%
39,980
+1,325
1
2 3 4 5