We are live on ! Find out more
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
801
– –
-4,701
802
– –
-18,250
803
– –
-1,607
804
– –
-1,298
805
– –
-4,165
806
– –
-5,213
807
– –
-10,725
808
– –
-20,200
809
– –
-3,472
810
– –
-7,874
811
– –
-794
812
– –
-3,431
813
– –
-17,275
814
– –
-8,971
815
– –
-3,050
816
– –
-51,985
817
– –
-15,000
818
– –
-1,911
819
– –
-20,546
820
– –
-4,212
821
– –
-1,521
822
– –
-4,599
823
– –
-2,826
824
– –
-3,590
825
– –
-1,570
31 32
33
34 35