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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-12,724
927
– –
-8,308
928
– –
-5,769
929
– –
-4,194
930
– –
-7
931
– –
-8,958
932
– –
-4,268
933
– –
-1,246
934
– –
-4,109
935
– –
-4,061
936
– –
-4,837
937
– –
-2,312
938
– –
-2,155
939
– –
-1,131
940
– –
-185,016
941
– –
-10,889
942
– –
-13,153
943
– –
-4,421
944
– –
-1,361
945
– –
-556
946
– –
-3,656
947
– –
-2,678
948
– –
-14,577
949
– –
-4,826
950
– –
-10,893
35 36 37
38
39