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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$1.83M
3
+$330K
4
AAPL icon
Apple
AAPL
+$297K
5
COR icon
Cencora
COR
+$283K

Top Sells

1
+$2.93M
2
+$1.05M
3
+$449K
4
DELL
DELL INC
DELL
+$348K
5
DHR icon
Danaher
DHR
+$339K

Sector Composition

1 Financials 18.93%
2 Technology 14.62%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$397K 0.11%
1,254
+201
227
$397K 0.11%
5,204
-85
228
$396K 0.11%
5,206
+202
229
$396K 0.11%
7,564
-1,411
230
$389K 0.11%
10,291
-1,197
231
$389K 0.11%
4,302
-5
232
$388K 0.11%
9,436
+1,194
233
$384K 0.11%
6,728
+110
234
$379K 0.11%
4,033
-186
235
$377K 0.11%
78,532
+1,267
236
$377K 0.11%
6,535
+818
237
$373K 0.11%
7,388
-138
238
$368K 0.11%
8,231
+63
239
$367K 0.1%
6,639
-36
240
$361K 0.1%
7,902
+468
241
$359K 0.1%
1,951
-3
242
$357K 0.1%
3,851
+29
243
$357K 0.1%
28,824
+248
244
$353K 0.1%
4,480
+809
245
$351K 0.1%
9,866
+316
246
$350K 0.1%
3,049
-143
247
$350K 0.1%
6,550
+315
248
$349K 0.1%
7,309
-78
249
$349K 0.1%
6,476
-393
250
$348K 0.1%
3,973
-169
8 9
10
11 12