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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
476
– –
-2,054
477
– –
-1,376
478
– –
-5,330
479
– –
-526
480
– –
-4,543
481
– –
-6,626
482
– –
-6,500
483
– –
-3,054
484
– –
-4,088
485
– –
-64,544
486
– –
-12,090
487
– –
-5,295
488
– –
-10,743
489
– –
-350
490
– –
-1,000
491
– –
-4,035
492
– –
-8,855
493
– –
-26,212
494
– –
-668
495
– –
-1,205
496
– –
-1,166
497
– –
-1,274
498
– –
-1,850
499
– –
-5,116
500
– –
-1,769
17 18 19
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