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
351
$238K 0.07%
100,763
-1,861
352
$238K 0.07%
46
-7
353
$236K 0.07%
3,823
-1,037
354
$235K 0.07%
10,147
-3,012
355
$233K 0.07%
+8,639
356
$232K 0.07%
4,422
-16
357
$231K 0.07%
11,026
+53
358
$231K 0.07%
+4,998
359
$230K 0.07%
3,391
-3,486
360
$230K 0.07%
+7,087
361
$230K 0.07%
37,027
+1,497
362
$230K 0.07%
6,986
+373
363
$229K 0.07%
+532
364
$228K 0.07%
4,673
+101
365
$225K 0.06%
+33,341
366
$225K 0.06%
5,524
+312
367
$225K 0.06%
5,466
-133
368
$224K 0.06%
+2,844
369
$224K 0.06%
+26,032
370
$223K 0.06%
+4,511
371
$223K 0.06%
+2,713
372
$221K 0.06%
5,001
-247
373
$221K 0.06%
4,235
-324
374
$220K 0.06%
9,730
375
$220K 0.06%
16,363
-2,417
13 14
15
16 17