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
326
$241K 0.08%
3,266
-147
327
$241K 0.08%
15,882
-900
328
$241K 0.08%
10,640
-432
329
$241K 0.08%
14,544
+2,207
330
$241K 0.08%
3,425
+281
331
$240K 0.07%
+39,976
332
$239K 0.07%
5,599
+121
333
$238K 0.07%
7,378
+264
334
$237K 0.07%
13,074
+562
335
$235K 0.07%
+2,690
336
$234K 0.07%
+2,154
337
$233K 0.07%
9,560
+978
338
$233K 0.07%
+4,837
339
$232K 0.07%
7,391
+1,217
340
$232K 0.07%
+6,245
341
$231K 0.07%
8,933
342
$229K 0.07%
1,391
+34
343
$229K 0.07%
+3,491
344
$228K 0.07%
12,910
+335
345
$228K 0.07%
3,842
-31
346
$227K 0.07%
2,136
347
$227K 0.07%
+1,891
348
$226K 0.07%
+4,204
349
$223K 0.07%
29,455
-1,265
350
$223K 0.07%
20,700
12 13
14
15 16