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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-54,610
733
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734
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735
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-13,896
736
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737
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-16,856
738
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-8,087
739
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-4,506
740
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-11,728
741
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-9,594
742
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743
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744
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745
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-2,224
746
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747
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-5,468
748
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-11,898
749
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-2,961
750
– –
-9,384
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