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
276
$313K 0.09%
8,478
+318
277
$312K 0.09%
24,119
-1,005
278
$308K 0.09%
1,640
-116
279
$307K 0.09%
4,480
-129
280
$306K 0.09%
10,115
-295
281
$306K 0.09%
43,232
+3,256
282
$305K 0.09%
9,538
+653
283
$303K 0.09%
8,231
-449
284
$301K 0.09%
2,878
285
$300K 0.09%
11,215
-2,835
286
$297K 0.08%
+4,218
287
$297K 0.08%
49,664
+6,307
288
$294K 0.08%
5,326
-287
289
$292K 0.08%
6,510
-714
290
$291K 0.08%
6,358
-201
291
$290K 0.08%
24,444
+360
292
$288K 0.08%
14,578
+34
293
$287K 0.08%
8,326
-268
294
$287K 0.08%
35,426
+4,577
295
$286K 0.08%
6,591
-523
296
$286K 0.08%
12,737
+131
297
$285K 0.08%
3,394
-75
298
$285K 0.08%
11,805
+1,165
299
$283K 0.08%
3,602
-471
300
$282K 0.08%
18,929
-1,560
10 11
12
13 14