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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$3.02M
3
+$1.32M
4
TFC icon
Truist Financial
TFC
+$974K
5
UBER icon
Uber
UBER
+$893K

Top Sells

1
+$3.44M
2
+$3.11M
3
+$2.89M
4
AGN
Allergan plc
AGN
+$2.19M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.87M

Sector Composition

1 Technology 17.77%
2 Financials 14.48%
3 Communication Services 10.55%
4 Healthcare 10.18%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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-4,874
729
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-2,916
730
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-13,778
731
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-14,625
732
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-34,577
733
– –
-4,989
734
– –
-3,166
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