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
276
$257K 0.09%
+5,676
277
$256K 0.09%
+5,316
278
$256K 0.09%
+10,075
279
$256K 0.09%
+8,091
280
$255K 0.09%
+7,374
281
$254K 0.09%
+7,112
282
$254K 0.09%
+7,476
283
$253K 0.09%
+2,326
284
$252K 0.09%
+7,114
285
$252K 0.09%
+3,811
286
$250K 0.09%
+2,296
287
$249K 0.09%
+4,073
288
$249K 0.09%
+3,144
289
$248K 0.09%
+106,501
290
$248K 0.09%
+3,070
291
$246K 0.09%
+5,403
292
$246K 0.09%
+28,064
293
$245K 0.09%
+2,955
294
$244K 0.09%
+5,423
295
$243K 0.08%
+20,700
296
$241K 0.08%
+5,286
297
$240K 0.08%
+934
298
$239K 0.08%
+58,857
299
$238K 0.08%
+8,616
300
$237K 0.08%
+9,760