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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
$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
– –
-10,677
727
– –
-163,062
728
– –
-10,151
729
– –
-15,778
730
– –
-13,896
731
– –
-37,333
732
– –
-13,288
733
– –
-16,856
734
– –
-8,087
735
– –
-4,506
736
– –
-11,728
737
– –
-2,144
738
– –
-5,468
739
– –
-3,173
740
– –
-12,199
741
– –
-4,250
742
– –
-5,602
743
– –
-11,251
744
– –
-62
745
– –
-16,748
746
– –
-5,511
747
– –
-19,261
748
– –
-11,800
749
– –
-13,311
750
– –
-23,299
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