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
476
– –
-4,365
477
– –
-5,827
478
– –
-3,778
479
– –
-2,208
480
– –
-1,246
481
– –
-2,393
482
– –
-14,481
483
– –
-35,423
484
– –
-6,850
485
– –
-2,348
486
– –
-4,713
16 17 18 19
20