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
$588M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.11M
3
+$998K
4
AMZN icon
Amazon
AMZN
+$931K
5
MSFT icon
Microsoft
MSFT
+$898K

Top Sells

1
+$888K
2
+$684K
3
+$542K
4
RUN icon
Sunrun
RUN
+$486K
5
NTT
Nippon Telegraph & Telephone
NTT
+$446K

Sector Composition

1 Financials 19.26%
2 Technology 16.97%
3 Healthcare 14.1%
4 Communication Services 8.67%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-266
577
– –
-4,009
578
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-5,265
579
– –
-11,386
580
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-6,232
581
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-1,489
582
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-22,159
583
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-9,835
584
– –
-14,741
585
– –
-2,451
586
– –
-13,000
587
– –
-10,399
588
– –
-13,128
589
– –
-11,249
590
– –
-3,737
591
– –
-10,630
592
– –
-11,000
593
– –
-8,290
594
– –
-13,179
595
– –
-10,667
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