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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
$1.31B
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
851
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-12,020
852
– –
-5,450
853
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-30,344
854
– –
-43,489
855
– –
-35,050
856
– –
-30,225
857
– –
-1,899
858
– –
-10,951
859
– –
-4,483
860
– –
-13,660
861
– –
-5,154
862
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-1,779
863
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-6,196
864
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-17,442
865
– –
-3,668
866
– –
-73,435
867
– –
-3,018
868
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-10,000
869
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-1,287
870
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-2,733
871
– –
-37,326
872
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-10,531
873
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-217
874
– –
-969
875
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33 34
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36 37