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
$287M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.2M
3
+$7.71M
4
MSFT icon
Microsoft
MSFT
+$6.45M
5
AAPL icon
Apple
AAPL
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.77%
2 Technology 15.51%
3 Healthcare 12.93%
4 Energy 9.5%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.11%
+12,279
227
$308K 0.11%
+13,981
228
$307K 0.11%
+6,166
229
$306K 0.11%
+8,168
230
$304K 0.11%
+2,878
231
$303K 0.11%
+7,185
232
$302K 0.11%
+8,066
233
$298K 0.1%
+3,964
234
$297K 0.1%
+4,671
235
$295K 0.1%
+5,586
236
$293K 0.1%
+41,796
237
$293K 0.1%
+9,018
238
$292K 0.1%
+5,238
239
$290K 0.1%
+2,751
240
$289K 0.1%
+3,975
241
$288K 0.1%
+7,326
242
$286K 0.1%
+4,459
243
$285K 0.1%
+4,674
244
$285K 0.1%
+5,508
245
$285K 0.1%
+3,357
246
$284K 0.1%
+4,308
247
$282K 0.1%
+8,024
248
$281K 0.1%
+14,379
249
$281K 0.1%
+5,910
250
$280K 0.1%
+6,862
8 9
10
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