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
$1.05B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$3.93M
3
+$1.61M
4
ABBV icon
AbbVie
ABBV
+$1.46M
5
PEN icon
Penumbra
PEN
+$1.39M

Top Sells

1
+$16M
2
+$5.5M
3
+$4.14M
4
AGN
Allergan plc
AGN
+$3.2M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.9M

Sector Composition

1 Technology 21.03%
2 Healthcare 11.22%
3 Financials 11.21%
4 Communication Services 9.49%
5 Consumer Discretionary 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-11,463
727
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728
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729
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730
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731
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732
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733
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-23,299
734
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735
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-54,610
736
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-10,151
737
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-15,778
738
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-13,896
739
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740
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741
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-8,087
742
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743
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744
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745
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746
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747
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748
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749
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-9,384
750
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-15,989
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