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
$1.31B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$733K
3
+$513K
4
NBTB icon
NBT Bancorp
NBTB
+$384K
5
PDD icon
Pinduoduo
PDD
+$324K

Top Sells

1
+$22.3M
2
+$19.6M
3
+$17.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.47M
5
AMZN icon
Amazon
AMZN
+$5.49M

Sector Composition

1 Technology 20.45%
2 Financials 12.53%
3 Healthcare 9.78%
4 Communication Services 9.5%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$82K 0.01%
10,674
-3,672
777
$75K 0.01%
16,762
-698
778
$71K 0.01%
18,092
-364
779
$59K ﹤0.01%
13
780
$29K ﹤0.01%
26,625
781
– –
-1,899
782
– –
-10,951
783
– –
-4,483
784
– –
-18,250
785
– –
-1,607
786
– –
-1,298
787
– –
-4,165
788
– –
-4,812
789
– –
-10,000
790
– –
-30,000
791
– –
-671
792
– –
-24,750
793
– –
-14,232
794
– –
-10,000
795
– –
-34,577
796
– –
-30,941
797
– –
-9,585
798
– –
-136
799
– –
-1,244
800
– –
-12,457
30 31
32
33 34