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
301
$282K 0.08%
7,991
+51
302
$281K 0.08%
15,856
+422
303
$278K 0.08%
7,451
-561
304
$278K 0.08%
6,081
-237
305
$278K 0.08%
12,856
+462
306
$277K 0.08%
16,910
+1,028
307
$276K 0.08%
79,680
-1,390
308
$275K 0.08%
10,505
-865
309
$275K 0.08%
14,144
+1,234
310
$275K 0.08%
+6,115
311
$275K 0.08%
5,398
-237
312
$274K 0.08%
5,005
+168
313
$272K 0.08%
1,922
+31
314
$269K 0.08%
3,443
-48
315
$268K 0.08%
24
316
$267K 0.08%
4,001
-30
317
$267K 0.08%
15,025
+475
318
$267K 0.08%
2,082
-72
319
$266K 0.08%
6,079
-589
320
$266K 0.08%
2,690
321
$263K 0.08%
+4,680
322
$263K 0.08%
4,546
+15
323
$262K 0.07%
4,226
+22
324
$259K 0.07%
9,523
-479
325
$257K 0.07%
6,148
-274
11 12
13
14 15