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
351
$156K 0.05%
+11,608
352
$155K 0.05%
+30,355
353
$151K 0.05%
+19,233
354
$145K 0.05%
+10,163
355
$138K 0.05%
+11,477
356
$130K 0.05%
+36,425
357
$129K 0.05%
+37,405
358
$128K 0.04%
+16,870
359
$120K 0.04%
+10,478
360
$120K 0.04%
+15,940
361
$118K 0.04%
+4,941
362
$118K 0.04%
+12,411
363
$113K 0.04%
+83,083
364
$110K 0.04%
+29,538
365
$108K 0.04%
+11,984
366
$108K 0.04%
+12,044
367
$96K 0.03%
+14,000
368
$93K 0.03%
+10,156
369
$75K 0.03%
+12,512
370
$68K 0.02%
+22,389
371
$67K 0.02%
+12,843
372
$66K 0.02%
+11,424
373
$64K 0.02%
+23,229
374
$59K 0.02%
+15,649
375
$47K 0.02%
+11,985
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15
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