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
401
$70K 0.02%
10,815
-609
402
$68K 0.02%
19,996
-20
403
$66K 0.02%
23,588
+9,745
404
$62K 0.02%
18,405
+2,756
405
$60K 0.02%
+12,139
406
$53K 0.02%
11,551
-1,292
407
$50K 0.02%
792
+100
408
$45K 0.01%
12,612
-9,777
409
$42K 0.01%
+11,064
410
$36K 0.01%
+824
411
$30K 0.01%
+16,202
412
– –
-10,163
413
– –
-30,355
414
– –
-12,512
415
– –
-29,676
416
– –
-39,347
417
– –
-3,964
418
– –
-4,033
419
– –
-5,500
420
– –
-3,062
421
– –
-6,127
422
– –
-10,478
423
– –
-11,985
424
– –
-15,940
425
– –
-5,571
14 15 16
17
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