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
$1.31B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$733K
3
+$513K
4
NBTB icon
NBT Bancorp
NBTB
+$384K
5
PDD icon
Pinduoduo
PDD
+$324K

Top Sells

1
+$22.3M
2
+$19.6M
3
+$17.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.47M
5
AMZN icon
Amazon
AMZN
+$5.49M

Sector Composition

1 Technology 20.45%
2 Financials 12.53%
3 Healthcare 9.78%
4 Communication Services 9.5%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$443K 0.03%
23,815
-182
477
$439K 0.03%
3,421
-773
478
$439K 0.03%
2,264
-61
479
$436K 0.03%
3,328
+175
480
$436K 0.03%
6,555
-15
481
$434K 0.03%
13,228
-576
482
$433K 0.03%
9,363
+2,661
483
$433K 0.03%
2,700
484
$431K 0.03%
13,601
-428
485
$430K 0.03%
3,880
+2,400
486
$429K 0.03%
4,577
-67
487
$429K 0.03%
2,220
-624
488
$429K 0.03%
8,400
-2,000
489
$427K 0.03%
6,158
-3,531
490
$426K 0.03%
19,862
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$426K 0.03%
3,106
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492
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32,156
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493
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1,582
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494
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1,928
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495
$422K 0.03%
35,228
-3,174
496
$420K 0.03%
9,308
-186
497
$420K 0.03%
21,581
-1,510
498
$420K 0.03%
106,134
-3,307
499
$417K 0.03%
6,556
-269
500
$416K 0.03%
11,280
-20
18 19
20
21 22