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
$321M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$717K
3
+$539K
4
AAPL icon
Apple
AAPL
+$510K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$477K

Top Sells

1
+$532K
2
+$405K
3
+$360K
4
CSCO icon
Cisco
CSCO
+$302K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.58%
2 Technology 14.88%
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
351
$222K 0.07%
3,500
352
$221K 0.07%
+4,572
353
$221K 0.07%
5,920
-516
354
$220K 0.07%
+4,559
355
$218K 0.07%
18,206
+779
356
$215K 0.07%
+25,335
357
$215K 0.07%
+5,860
358
$214K 0.07%
18,780
+3,140
359
$213K 0.07%
14,550
+169
360
$212K 0.07%
+4,941
361
$211K 0.07%
+5,248
362
$211K 0.07%
+5,037
363
$211K 0.07%
+7,983
364
$210K 0.07%
4,438
365
$209K 0.07%
+2,111
366
$207K 0.06%
+3,364
367
$207K 0.06%
6,613
-2,378
368
$205K 0.06%
+9,730
369
$205K 0.06%
+7,552
370
$204K 0.06%
+3,525
371
$200K 0.06%
30,849
+1,311
372
$200K 0.06%
+7,470
373
$198K 0.06%
10,973
+438
374
$198K 0.06%
21,413
375
$197K 0.06%
102,624
+19,541
13 14
15
16 17