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
$321M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$717K
3
+$539K
4
AAPL icon
Apple
AAPL
+$510K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$477K

Top Sells

1
+$532K
2
+$405K
3
+$360K
4
CSCO icon
Cisco
CSCO
+$302K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.58%
2 Technology 14.88%
3 Healthcare 14.36%
4 Energy 9.02%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.11%
6,869
-124
227
$360K 0.11%
4,219
+50
228
$359K 0.11%
16,982
+1,868
229
$356K 0.11%
22,608
230
$354K 0.11%
+1,756
231
$351K 0.11%
5,289
+615
232
$349K 0.11%
15,063
+684
233
$349K 0.11%
81,070
+4,770
234
$349K 0.11%
14,050
235
$348K 0.11%
25,255
-402
236
$346K 0.11%
6,675
+572
237
$345K 0.11%
5,004
+696
238
$344K 0.11%
10,386
+1,770
239
$344K 0.11%
4,307
+62
240
$343K 0.11%
+3,603
241
$343K 0.11%
20,489
-461
242
$339K 0.11%
25,373
+1,756
243
$338K 0.11%
1,486
+87
244
$336K 0.1%
6,493
+1,090
245
$335K 0.1%
6,618
+222
246
$334K 0.1%
25,800
+6,624
247
$333K 0.1%
8,168
248
$331K 0.1%
8,779
+1,453
249
$326K 0.1%
8,970
-48
250
$322K 0.1%
8,242
+1,655
8 9
10
11 12