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
651
$266K 0.02%
9,792
-8,772
652
$264K 0.02%
6,143
+215
653
$264K 0.02%
765
-286
654
$263K 0.02%
1,839
+67
655
$263K 0.02%
16,742
-56
656
$263K 0.02%
2,079
+31
657
$263K 0.02%
1,443
-11,734
658
$263K 0.02%
+14,556
659
$262K 0.02%
4,032
-380
660
$262K 0.02%
4,963
-177
661
$261K 0.02%
3,626
-833
662
$261K 0.02%
3,255
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663
$261K 0.02%
1,450
664
$261K 0.02%
818
+12
665
$260K 0.02%
9,688
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666
$260K 0.02%
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667
$260K 0.02%
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668
$260K 0.02%
3,068
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669
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3,014
-27
670
$257K 0.02%
5,316
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671
$257K 0.02%
+5,860
672
$257K 0.02%
+1,922
673
$256K 0.02%
3,568
674
$255K 0.02%
4,160
-204
675
$255K 0.02%
3,435
+26
25 26
27
28 29