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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
$802M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$973K
3
+$970K
4
QVCGA
QVC Group Inc Series A
QVCGA
+$834K
5
WELL icon
Welltower
WELL
+$823K

Top Sells

1
+$2.39M
2
+$2M
3
+$1.48M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.09M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.09M

Sector Composition

1 Technology 17.42%
2 Financials 15.18%
3 Healthcare 11.87%
4 Communication Services 8.15%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-12,551
677
– –
-10,444
678
– –
-54
679
– –
-22,578
680
– –
-10,278
681
– –
-3,750
682
– –
-24,860
683
– –
-12,823
684
– –
-4,032
685
– –
-3,650
686
– –
-12,494
687
– –
-6,038
688
– –
-14,505
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