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
$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
1
$45M 4.43%
613,252
-11,804
2
$33.1M 3.26%
210,141
-4,265
3
$21.7M 2.14%
132,755
+44,489
4
$21.4M 2.11%
63
5
$20.7M 2.03%
64,169
-1,135
6
$19.3M 1.9%
653,668
-13,697
7
$16.6M 1.64%
205,530
-22,736
8
$15.5M 1.52%
167,240
-4,560
9
$13.2M 1.3%
299,887
+70,935
10
$12.2M 1.2%
181,420
-2,920
11
$11.9M 1.18%
246,456
12
$11.5M 1.13%
88,029
13
$11.1M 1.09%
53,964
+48
14
$10.7M 1.06%
199,985
-55,585
15
$9.5M 0.94%
65,698
-703
16
$9.22M 0.91%
66,109
-302
17
$9.09M 0.89%
48,352
-274
18
$9.03M 0.89%
61,878
-1,887
19
$8.59M 0.85%
37,921
-2,576
20
$6.36M 0.63%
173,484
-123
21
$6.22M 0.61%
51,605
-1,131
22
$6.19M 0.61%
49,527
-2,601
23
$5.99M 0.59%
170,078
+4,148
24
$5.78M 0.57%
19,654
-1,745
25
$5.71M 0.56%
26,148
-1,374
1
2 3 4 5