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
376
$557K 0.05%
20,733
-5,660
377
$555K 0.05%
6,498
-139
378
$554K 0.05%
11,544
-1,768
379
$551K 0.05%
10,454
+6
380
$547K 0.05%
8,191
-143
381
$543K 0.05%
136,864
-46,525
382
$543K 0.05%
5,046
-159
383
$543K 0.05%
2,547
-84
384
$541K 0.05%
4,873
-163
385
$538K 0.05%
8,849
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386
$535K 0.05%
15,708
387
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36,211
-2,657
388
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3,643
-1,530
389
$530K 0.05%
1,566
390
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-100
391
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17,109
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392
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25,951
-1,499
393
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394
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11,504
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395
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8,634
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396
$516K 0.05%
17,482
397
$515K 0.05%
2,424
398
$514K 0.05%
26,137
-987
399
$513K 0.05%
3,079
+396
400
$512K 0.05%
6,785
-132
14 15
16
17 18