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
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.49M
3
+$1.09M
4
T icon
AT&T
T
+$897K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$850K

Top Sells

1
+$1.24M
2
+$1.12M
3
+$823K
4
WBK
Westpac Banking Corporation
WBK
+$619K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.96%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$362K 0.04%
4,949
+364
452
$362K 0.04%
7,994
+48
453
$359K 0.04%
8,915
454
$358K 0.04%
23,511
+413
455
$355K 0.04%
10,478
456
$354K 0.04%
8,893
-86
457
$354K 0.04%
9,400
458
$353K 0.04%
13,529
-1,488
459
$353K 0.04%
8,796
-56
460
$352K 0.04%
3,453
+305
461
$348K 0.04%
25,027
-328
462
$347K 0.04%
13,493
+3,925
463
$347K 0.04%
+2,936
464
$345K 0.04%
21,669
+114
465
$344K 0.04%
+1,698
466
$340K 0.04%
6,810
-315
467
$339K 0.04%
6,856
+56
468
$338K 0.04%
3,322
+128
469
$338K 0.04%
+4,005
470
$337K 0.04%
2,050
+66
471
$336K 0.04%
3,345
+716
472
$334K 0.04%
4,184
-85
473
$333K 0.04%
109,591
+9,467
474
$332K 0.04%
7,147
-48
475
$329K 0.04%
1,821
+190
17 18
19
20 21