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
$287M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$11.2M
3 +$8.34M
4
MSFT icon
Microsoft
MSFT
+$6.8M
5
AAPL icon
Apple
AAPL
+$5.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.96%
2 Technology 15.55%
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
301
$237K 0.08%
+9,760
302
$236K 0.08%
+1,357
303
$235K 0.08%
+6,587
304
$234K 0.08%
+10,448
305
$233K 0.08%
+6,103
306
$232K 0.08%
+119,999
307
$232K 0.08%
+9,319
308
$232K 0.08%
+30,720
309
$231K 0.08%
+4,489
310
$230K 0.08%
+50,004
311
$229K 0.08%
+16,782
312
$229K 0.08%
+4,509
313
$229K 0.08%
+11,072
314
$228K 0.08%
+6,897
315
$227K 0.08%
+5,476
316
$226K 0.08%
+8,933
317
$226K 0.08%
+3,500
318
$225K 0.08%
+9,692
319
$224K 0.08%
+3,873
320
$224K 0.08%
+6,422
321
$223K 0.08%
+3,469
322
$223K 0.08%
+19,176
323
$221K 0.08%
+4,806
324
$218K 0.08%
+6,174
325
$218K 0.08%
+11,527