LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$6.97M
2
+$3.02M
3
+$1.32M
4
TFC icon
Truist Financial
TFC
+$974K
5
UBER icon
Uber
UBER
+$893K

Top Sells

1
+$3.44M
2
+$3.11M
3
+$2.89M
4
AGN
Allergan plc
AGN
+$2.19M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.87M

Sector Composition

1 Technology 17.77%
2 Financials 14.48%
3 Communication Services 10.55%
4 Healthcare 10.18%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$935K 0.09%
69,545
-3,627
227
$933K 0.09%
24,522
+2,677
228
$931K 0.09%
1,595
+21
229
$923K 0.09%
15,321
-6,076
230
$921K 0.09%
6,444
-1,500
231
$913K 0.09%
22,699
+4,717
232
$913K 0.09%
19,004
-958
233
$910K 0.09%
44,163
+3,223
234
$906K 0.09%
4,348
+19
235
$905K 0.09%
4,380
+147
236
$901K 0.09%
121,599
+210
237
$895K 0.09%
+30,091
238
$884K 0.09%
15,937
+1,805
239
$878K 0.09%
38,622
-55
240
$875K 0.09%
9,490
+999
241
$869K 0.09%
4,736
-69
242
$866K 0.09%
32,164
-61
243
$862K 0.09%
7,732
-194
244
$862K 0.09%
9,319
+19
245
$860K 0.08%
4,803
+82
246
$857K 0.08%
9,143
+370
247
$855K 0.08%
43,359
+8,746
248
$853K 0.08%
5,807
+255
249
$852K 0.08%
10,953
+333
250
$851K 0.08%
6,215
-272
8 9
10
11 12