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
551
$348K 0.03%
8,686
-49
552
$345K 0.03%
1,155
-313
553
$344K 0.03%
1,056
+97
554
$344K 0.03%
4,816
-495
555
$344K 0.03%
15,976
+22
556
$342K 0.03%
3,353
-347
557
$342K 0.03%
3,739
-14
558
$340K 0.03%
282
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559
$339K 0.03%
1,480
-40
560
$338K 0.03%
4,600
+19
561
$338K 0.03%
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562
$338K 0.03%
39,822
-6,919
563
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9,090
+710
564
$335K 0.03%
12,461
565
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9,141
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566
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$334K 0.03%
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569
$333K 0.03%
3,001
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570
$330K 0.03%
1,867
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571
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6,602
-452
572
$328K 0.03%
6,407
-141
573
$328K 0.03%
12,332
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574
$328K 0.03%
24,142
-280
575
$327K 0.02%
1,561
-1,068
21 22
23
24 25