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
326
$255K 0.07%
+7,007
327
$255K 0.07%
7,491
-61
328
$254K 0.07%
8,933
329
$254K 0.07%
4,486
-106
330
$253K 0.07%
5,056
-4
331
$252K 0.07%
+3,773
332
$252K 0.07%
1,428
+37
333
$252K 0.07%
5,876
+16
334
$251K 0.07%
30,530
+1,075
335
$250K 0.07%
2,489
-153
336
$250K 0.07%
6,339
+94
337
$250K 0.07%
16,400
-1,225
338
$250K 0.07%
3,500
339
$248K 0.07%
12,548
+210
340
$248K 0.07%
4,798
-239
341
$247K 0.07%
+6,037
342
$246K 0.07%
+10,542
343
$245K 0.07%
3,632
-210
344
$244K 0.07%
+4,832
345
$243K 0.07%
+3,227
346
$242K 0.07%
11,580
+257
347
$242K 0.07%
2,486
+90
348
$241K 0.07%
4,882
-59
349
$241K 0.07%
9,644
+84
350
$240K 0.07%
17,414
+1,715
12 13
14
15 16