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
376
$197K 0.06%
102,624
+19,541
377
$189K 0.06%
92,000
-14,501
378
$183K 0.06%
16,210
+27
379
$170K 0.05%
13,149
+1,100
380
$169K 0.05%
18,341
-892
381
$163K 0.05%
+5,212
382
$161K 0.05%
30,443
-7,750
383
$161K 0.05%
12,844
+433
384
$158K 0.05%
+10,216
385
$152K 0.05%
35,530
+12,301
386
$148K 0.05%
+10,147
387
$147K 0.05%
11,801
-183
388
$147K 0.05%
40,102
+2,697
389
$144K 0.04%
16,870
390
$139K 0.04%
10,478
-999
391
$137K 0.04%
5,055
+114
392
$136K 0.04%
+12,225
393
$123K 0.04%
32,622
-3,803
394
$120K 0.04%
+12,549
395
$116K 0.04%
14,000
396
$111K 0.03%
5,708
-3,054
397
$109K 0.03%
11,839
-205
398
$92K 0.03%
10,156
399
$89K 0.03%
+1,546
400
$88K 0.03%
+14,973
14 15
16
17 18