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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
$359M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$431K
3
+$412K
4
AGN
Allergan plc
AGN
+$307K
5
CEO
CNOOC Limited
CEO
+$281K

Top Sells

1
+$2.12M
2
+$1.56M
3
+$584K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$431K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$348K

Sector Composition

1 Financials 19.32%
2 Healthcare 15.26%
3 Technology 15.15%
4 Energy 8.51%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$57K 0.02%
14,505
+276
427
$53K 0.01%
10,371
-693
428
$52K 0.01%
24,370
+2,558
429
$33K 0.01%
15,049
-4,446
430
$26K 0.01%
799
-198
431
– –
-10,303
432
– –
-4,269
433
– –
-4,268
434
– –
-4,130
435
– –
-3,127
436
– –
-2,892
437
– –
-3,426
438
– –
-5,894
439
– –
-2,330
440
– –
-11,240
441
– –
-4,507
442
– –
-11,697
443
– –
-14,265
444
– –
-5,838
445
– –
-3,362
446
– –
-11,840
447
– –
-10,288
448
– –
-22,052
449
– –
-5,052
450
– –
-3,952
15 16 17
18
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