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

Top Buys

1
+$4.83M
2
+$763K
3
+$552K
4
AAPL icon
Apple
AAPL
+$523K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$480K

Top Sells

1
+$508K
2
+$405K
3
+$358K
4
FNSR
Finisar Corp
FNSR
+$322K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.82%
2 Technology 14.92%
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
251
$322K 0.1%
8,242
+1,655
252
$319K 0.1%
9,324
+53
253
$318K 0.1%
4,142
+167
254
$315K 0.1%
13,159
255
$313K 0.1%
5,133
-105
256
$310K 0.1%
3,712
+88
257
$309K 0.1%
+7,526
258
$309K 0.1%
9,550
-76
259
$309K 0.1%
7,224
+362
260
$308K 0.1%
7,893
+1,742
261
$308K 0.1%
7,387
+400
262
$307K 0.1%
8,160
+797
263
$305K 0.1%
2,878
264
$305K 0.1%
25,124
+295
265
$305K 0.1%
7,434
+537
266
$303K 0.09%
24,084
-320
267
$303K 0.09%
28,576
+512
268
$302K 0.09%
5,987
+77
269
$296K 0.09%
4,459
270
$295K 0.09%
3,822
+184
271
$295K 0.09%
3,834
+23
272
$295K 0.09%
4,609
-62
273
$291K 0.09%
3,192
+122
274
$291K 0.09%
5,675
+204
275
$291K 0.09%
17,932
+4,200
9 10
11
12 13