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
376
$218K 0.06%
+3,638
377
$218K 0.06%
+2,732
378
$218K 0.06%
+456
379
$217K 0.06%
+4,066
380
$217K 0.06%
+7,171
381
$217K 0.06%
+41,230
382
$216K 0.06%
+3,685
383
$216K 0.06%
4,157
-416
384
$215K 0.06%
3,304
-60
385
$214K 0.06%
+4,577
386
$214K 0.06%
2,721
-545
387
$213K 0.06%
2,136
388
$212K 0.06%
+3,775
389
$210K 0.06%
15,925
-285
390
$209K 0.06%
2,140
-491
391
$207K 0.06%
+4,350
392
$207K 0.06%
+3,350
393
$207K 0.06%
+4,139
394
$206K 0.06%
+2,217
395
$205K 0.06%
+6,495
396
$205K 0.06%
+1,869
397
$204K 0.06%
2,805
-2,860
398
$203K 0.06%
+9,609
399
$203K 0.06%
20,551
-862
400
$203K 0.06%
+3,000
14 15
16
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