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
251
$279K 0.1%
+24,404
252
$279K 0.1%
+24,829
253
$278K 0.1%
+7,363
254
$277K 0.1%
+30,490
255
$277K 0.1%
+24,328
256
$276K 0.1%
+10,145
257
$274K 0.1%
+39,347
258
$274K 0.1%
+6,987
259
$273K 0.1%
+5,471
260
$272K 0.09%
+43,435
261
$269K 0.09%
+4,625
262
$269K 0.09%
+29,676
263
$267K 0.09%
+23,617
264
$267K 0.09%
+12,512
265
$266K 0.09%
+6,436
266
$265K 0.09%
+9,002
267
$265K 0.09%
+8,055
268
$265K 0.09%
+3,624
269
$265K 0.09%
+5,500
270
$264K 0.09%
+3,638
271
$259K 0.09%
+3,413
272
$259K 0.09%
+2,513
273
$259K 0.09%
+5,680
274
$258K 0.09%
+5,985
275
$257K 0.09%
+1,904
9 10
11
12 13