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
301
$270K 0.08%
8,012
+536
302
$270K 0.08%
5,060
+788
303
$269K 0.08%
2,115
+211
304
$269K 0.08%
+4,031
305
$269K 0.08%
11,370
+1,225
306
$265K 0.08%
5,635
+212
307
$265K 0.08%
4,531
+42
308
$263K 0.08%
4,592
+83
309
$262K 0.08%
7,114
+801
310
$258K 0.08%
51,222
+1,218
311
$258K 0.08%
3,469
312
$258K 0.08%
+53
313
$257K 0.08%
10,410
+650
314
$257K 0.08%
12,606
+2,591
315
$255K 0.08%
2,631
+118
316
$254K 0.08%
+5,527
317
$252K 0.08%
4,860
+329
318
$251K 0.08%
6,422
319
$251K 0.08%
43,357
-78
320
$249K 0.08%
+12,338
321
$248K 0.08%
11,742
-2,239
322
$246K 0.08%
9,638
-54
323
$245K 0.08%
4,573
-52
324
$244K 0.08%
3,671
-1,915
325
$243K 0.08%
15,699
+4,091
11 12
13
14 15