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
$411M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$608K
3
+$484K
4
MDT icon
Medtronic
MDT
+$401K
5
E icon
ENI
E
+$392K

Top Sells

1
+$5.52M
2
+$1M
3
+$701K
4
CSCO icon
Cisco
CSCO
+$637K
5
OUBS
USB AG (NEW)
OUBS
+$585K

Sector Composition

1 Financials 18.54%
2 Technology 18.26%
3 Healthcare 15.4%
4 Consumer Staples 7.1%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$132K 0.03%
10,272
-837
452
$128K 0.03%
1,209
+14
453
$123K 0.03%
+13,250
454
$118K 0.03%
12,722
455
$108K 0.03%
12,861
+1,032
456
$103K 0.03%
27,599
+1,256
457
$102K 0.02%
25,345
-1,901
458
$95K 0.02%
+10,251
459
$94K 0.02%
11,656
+747
460
$75K 0.02%
+14,203
461
$71K 0.02%
10,606
462
$60K 0.01%
11,154
-347
463
$58K 0.01%
22,715
-47
464
$57K 0.01%
+1,209
465
$43K 0.01%
1,130
+40
466
$38K 0.01%
14,304
+975
467
$36K 0.01%
21,520
+6,997
468
$34K 0.01%
+10,472
469
$22K 0.01%
15,048
-9,158
470
$20K ﹤0.01%
12,033
-6,930
471
$17K ﹤0.01%
+13,667
472
– –
-8,683
473
– –
-3,643
474
– –
-9,435
475
– –
-9,829
16 17 18
19
20