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
251
$345K 0.1%
20,882
+2,950
252
$344K 0.1%
3,628
-84
253
$342K 0.1%
2,274
-49
254
$341K 0.1%
27,867
+2,494
255
$341K 0.1%
8,826
-144
256
$340K 0.1%
2,410
-333
257
$340K 0.1%
3,603
258
$336K 0.1%
+6,620
259
$335K 0.1%
5,989
+2
260
$334K 0.1%
22,456
-152
261
$334K 0.1%
7,986
+93
262
$333K 0.1%
2,907
-48
263
$333K 0.1%
6,143
+468
264
$332K 0.09%
6,026
-467
265
$331K 0.09%
7,143
+564
266
$331K 0.09%
51,448
+226
267
$331K 0.09%
11,515
+282
268
$330K 0.09%
7,214
-164
269
$329K 0.09%
8,209
-570
270
$328K 0.09%
2,448
+12
271
$325K 0.09%
5,426
+58
272
$318K 0.09%
4,459
273
$315K 0.09%
8,855
-469
274
$314K 0.09%
7,223
+111
275
$313K 0.09%
9,638
9 10
11
12 13