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
326
$217K 0.08%
+4,272
327
$215K 0.07%
+13,732
328
$214K 0.07%
+6,313
329
$214K 0.07%
+14,326
330
$214K 0.07%
+6,151
331
$213K 0.07%
+2,136
332
$212K 0.07%
+12,575
333
$208K 0.07%
+8,582
334
$207K 0.07%
+6,127
335
$207K 0.07%
+17,427
336
$207K 0.07%
+5,478
337
$206K 0.07%
+2,310
338
$205K 0.07%
+14,381
339
$205K 0.07%
+3,062
340
$204K 0.07%
+4,438
341
$204K 0.07%
+21,413
342
$201K 0.07%
+4,531
343
$198K 0.07%
+12,337
344
$190K 0.07%
+10,535
345
$185K 0.06%
+39,339
346
$179K 0.06%
+10,015
347
$173K 0.06%
+15,640
348
$165K 0.06%
+8,762
349
$165K 0.06%
+12,049
350
$158K 0.06%
+16,183
12 13
14
15 16