LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$17M
2
+$11.2M
3
+$8.34M
4
MSFT icon
Microsoft
MSFT
+$6.8M
5
AAPL icon
Apple
AAPL
+$5.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.96%
2 Technology 15.55%
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
$280K 0.1%
+6,862
252
$279K 0.1%
+24,404
253
$279K 0.1%
+24,829
254
$278K 0.1%
+7,363
255
$277K 0.1%
+30,490
256
$277K 0.1%
+24,328
257
$276K 0.1%
+10,145
258
$274K 0.1%
+39,347
259
$274K 0.1%
+6,987
260
$273K 0.1%
+5,471
261
$272K 0.09%
+43,435
262
$269K 0.09%
+4,625
263
$269K 0.09%
+29,676
264
$267K 0.09%
+23,617
265
$267K 0.09%
+12,512
266
$266K 0.09%
+6,436
267
$265K 0.09%
+5,500
268
$265K 0.09%
+3,624
269
$265K 0.09%
+9,002
270
$265K 0.09%
+8,055
271
$264K 0.09%
+3,638
272
$259K 0.09%
+3,413
273
$259K 0.09%
+2,513
274
$259K 0.09%
+6,390
275
$258K 0.09%
+5,985
9 10
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