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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
876
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-902
877
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-15,146
878
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-4,749
879
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-6,418
880
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-9,564
881
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-18,202
882
– –
-32,989
883
– –
-25,000
884
– –
-15,000
885
– –
-10,000
886
– –
-30,000
887
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-3,556
888
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-671
889
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-2,747
890
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-13,022
891
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-16,095
892
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-2,960
893
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-28,250
894
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895
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-988
896
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-19,500
897
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898
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899
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900
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