LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$2.65M
2
+$2.15M
3
+$948K
4
T icon
AT&T
T
+$787K
5
PYPL icon
PayPal
PYPL
+$592K

Top Sells

1
+$2.25M
2
+$1.13M
3
+$639K
4
EBAY icon
eBay
EBAY
+$621K
5
MDT icon
Medtronic
MDT
+$544K

Sector Composition

1 Financials 19.13%
2 Technology 16.53%
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
476
– –
-920
477
– –
-594
478
– –
-24,399
479
– –
-4,144
480
– –
-4,911
481
– –
-2,500
482
– –
-12,517
483
– –
-12,090
484
– –
-5,295
485
– –
-10,743
486
– –
-350
487
– –
-1,000
488
– –
-4,035
489
– –
-8,855
490
– –
-26,212
491
– –
-668
492
– –
-1,205
493
– –
-1,166
494
– –
-1,274
495
– –
-1,850
496
– –
-1,279
497
– –
-1,769
498
– –
-1,652
499
– –
-4,471
500
– –
-7,513
17 18 19
20
21