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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
$416M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$430K
3
+$419K
4
SSL icon
Sasol
SSL
+$311K
5
CEO
CNOOC Limited
CEO
+$278K

Top Sells

1
+$5.67M
2
+$652K
3
+$453K
4
FNSR
Finisar Corp
FNSR
+$361K
5
MDT icon
Medtronic
MDT
+$325K

Sector Composition

1 Financials 18.8%
2 Technology 17.34%
3 Healthcare 15.89%
4 Communication Services 7.2%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-2,572
502
– –
-13,566
503
– –
-10,647
504
– –
-34,915
505
– –
-2,684
506
– –
-14,304
507
– –
-53
508
– –
-4,122
509
– –
-6,929
510
– –
-28,462
511
– –
-10,606
512
$0 ﹤0.01%
+104
513
– –
-1,783
514
– –
-1,209
515
– –
-5,459
516
– –
-15,048
517
– –
-2,107
518
– –
-5,820
519
– –
-11,656
520
– –
-10,251
521
$0 ﹤0.01%
+130
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