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
301
$236K 0.08%
+1,357
302
$235K 0.08%
+6,587
303
$234K 0.08%
+10,448
304
$233K 0.08%
+6,103
305
$232K 0.08%
+119,999
306
$232K 0.08%
+9,319
307
$232K 0.08%
+30,720
308
$231K 0.08%
+4,489
309
$230K 0.08%
+50,004
310
$229K 0.08%
+11,072
311
$229K 0.08%
+16,782
312
$229K 0.08%
+4,509
313
$228K 0.08%
+6,897
314
$227K 0.08%
+5,476
315
$226K 0.08%
+8,933
316
$226K 0.08%
+3,500
317
$225K 0.08%
+9,692
318
$224K 0.08%
+6,422
319
$224K 0.08%
+3,873
320
$223K 0.08%
+3,469
321
$223K 0.08%
+19,176
322
$221K 0.08%
+4,806
323
$218K 0.08%
+6,174
324
$218K 0.08%
+11,527
325
$217K 0.08%
+4,033