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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
501
– –
-1,652
502
– –
-7,513
503
– –
-1,379
504
– –
-870
505
– –
-9,772
506
– –
-3,710
507
– –
-2,939
508
– –
-2,676
509
– –
-3,338
510
– –
-78
511
– –
-415
512
– –
-7,240
513
– –
-24,216
514
– –
-1,170
515
– –
-16,476
516
– –
-26,813
517
– –
-50
518
– –
-13,723
519
– –
-104
520
– –
-102
521
– –
-650
522
– –
-104
523
– –
-3,035
524
– –
-920
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