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
$390M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.55M
3
+$1.09M
4
T icon
AT&T
T
+$815K
5
PYPL icon
PayPal
PYPL
+$684K

Top Sells

1
+$2.8M
2
+$1.13M
3
+$684K
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$639K
5
MDT icon
Medtronic
MDT
+$598K

Sector Composition

1 Financials 19.13%
2 Technology 16.5%
3 Healthcare 15.55%
4 Communication Services 8.31%
5 Consumer Staples 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$145K 0.04%
16,863
+4,337
427
$143K 0.04%
27,655
+12,166
428
$136K 0.03%
16,546
+2,542
429
$135K 0.03%
53,325
+11,114
430
$133K 0.03%
7,810
+600
431
$126K 0.03%
34,569
+6,853
432
$124K 0.03%
12,747
-4,956
433
$119K 0.03%
12,142
-566
434
$113K 0.03%
17,557
+2,008
435
$107K 0.03%
+13,000
436
$103K 0.03%
35,228
-10,988
437
$98K 0.03%
+20,347
438
$96K 0.02%
+13,104
439
$95K 0.02%
22,722
-2,462
440
$92K 0.02%
11,887
-6,244
441
$88K 0.02%
15,639
-9,150
442
$87K 0.02%
1,226
+76
443
$86K 0.02%
12,577
-444
444
$82K 0.02%
18,773
-32,840
445
$76K 0.02%
1,508
-665
446
$70K 0.02%
532
447
$70K 0.02%
5,932
-704
448
$64K 0.02%
+13,764
449
$58K 0.01%
1,527
+291
450
$56K 0.01%
10,693
-113
16 17
18
19 20