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
301
$270K 0.08%
5,060
+788
302
$269K 0.08%
+4,031
303
$269K 0.08%
2,115
+211
304
$269K 0.08%
11,370
+1,225
305
$265K 0.08%
5,635
+212
306
$265K 0.08%
4,531
+42
307
$263K 0.08%
4,592
+83
308
$262K 0.08%
7,114
+801
309
$258K 0.08%
51,222
+1,218
310
$258K 0.08%
3,469
311
$258K 0.08%
+53
312
$257K 0.08%
12,606
+2,591
313
$257K 0.08%
10,410
+650
314
$255K 0.08%
2,631
+118
315
$254K 0.08%
+5,527
316
$252K 0.08%
4,860
+329
317
$251K 0.08%
6,422
318
$251K 0.08%
43,357
-78
319
$249K 0.08%
+12,338
320
$248K 0.08%
11,742
-2,239
321
$246K 0.08%
9,638
-54
322
$245K 0.08%
4,573
-52
323
$244K 0.08%
3,671
-1,915
324
$243K 0.08%
15,699
+4,091
325
$241K 0.08%
3,266
-147
11 12
13
14 15