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

Top Buys

1
+$4.56M
2
+$717K
3
+$539K
4
AAPL icon
Apple
AAPL
+$510K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$477K

Top Sells

1
+$532K
2
+$405K
3
+$360K
4
CSCO icon
Cisco
CSCO
+$302K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.58%
2 Technology 14.88%
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
276
$287K 0.09%
4,073
277
$286K 0.09%
+24
278
$285K 0.09%
1,053
+119
279
$285K 0.09%
6,579
+899
280
$284K 0.09%
8,885
+830
281
$282K 0.09%
2,642
-109
282
$281K 0.09%
2,955
283
$281K 0.09%
11,233
+785
284
$281K 0.09%
8,680
+589
285
$281K 0.09%
2,436
+140
286
$279K 0.09%
5,368
+82
287
$278K 0.09%
+11,323
288
$278K 0.09%
6,668
-517
289
$278K 0.09%
8,594
+570
290
$278K 0.09%
6,318
+333
291
$277K 0.09%
7,940
+566
292
$276K 0.09%
5,613
+807
293
$276K 0.09%
12,394
+867
294
$275K 0.09%
+17,625
295
$274K 0.09%
6,559
+1,083
296
$272K 0.08%
10,002
-73
297
$271K 0.08%
15,434
+1,108
298
$271K 0.08%
7,112
299
$270K 0.08%
6,235
+919
300
$270K 0.08%
8,012
+536
10 11
12
13 14