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
276
$289K 0.09%
5,717
+41
277
$287K 0.09%
4,073
278
$286K 0.09%
+24
279
$285K 0.09%
1,053
+119
280
$285K 0.09%
7,401
+1,011
281
$284K 0.09%
8,885
+830
282
$282K 0.09%
2,642
-109
283
$281K 0.09%
2,955
284
$281K 0.09%
11,233
+785
285
$281K 0.09%
8,680
+589
286
$281K 0.09%
2,436
+140
287
$279K 0.09%
5,368
+82
288
$278K 0.09%
+11,323
289
$278K 0.09%
6,668
-517
290
$278K 0.09%
8,594
+570
291
$278K 0.09%
6,318
+333
292
$277K 0.09%
7,940
+566
293
$276K 0.09%
5,613
+807
294
$276K 0.09%
12,394
+867
295
$275K 0.09%
+17,625
296
$274K 0.09%
6,559
+1,083
297
$272K 0.08%
10,002
-73
298
$271K 0.08%
15,434
+1,108
299
$271K 0.08%
7,112
300
$270K 0.08%
6,235
+919
10 11
12
13 14