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
351
$222K 0.07%
2,396
+86
352
$222K 0.07%
3,500
353
$221K 0.07%
5,920
-516
354
$221K 0.07%
+4,572
355
$220K 0.07%
+4,559
356
$218K 0.07%
18,206
+779
357
$215K 0.07%
+25,335
358
$215K 0.07%
+5,860
359
$214K 0.07%
18,780
+3,140
360
$213K 0.07%
14,550
+169
361
$212K 0.07%
+4,941
362
$211K 0.07%
+5,248
363
$211K 0.07%
+5,037
364
$211K 0.07%
+7,983
365
$210K 0.07%
4,438
366
$209K 0.07%
+2,111
367
$207K 0.06%
+3,364
368
$207K 0.06%
6,613
-2,378
369
$205K 0.06%
+9,730
370
$205K 0.06%
+7,552
371
$204K 0.06%
+3,525
372
$200K 0.06%
30,849
+1,311
373
$200K 0.06%
+7,470
374
$198K 0.06%
10,973
+438
375
$198K 0.06%
21,413
13 14
15
16 17