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
401
$201K 0.06%
+2,421
402
$195K 0.06%
10,342
+195
403
$195K 0.06%
22,367
+4,026
404
$188K 0.05%
92,212
+212
405
$176K 0.05%
11,688
+1,472
406
$169K 0.05%
6,605
+897
407
$169K 0.05%
13,946
-4,260
408
$165K 0.05%
+22,454
409
$163K 0.05%
32,932
+1,575
410
$162K 0.05%
13,135
+291
411
$160K 0.05%
7,481
-101
412
$152K 0.04%
10,490
+12
413
$146K 0.04%
+29,653
414
$145K 0.04%
11,864
+63
415
$126K 0.04%
31,698
-924
416
$123K 0.04%
12,149
-400
417
$104K 0.03%
16,623
+1,650
418
$104K 0.03%
+10,483
419
$98K 0.03%
12,206
+367
420
$95K 0.03%
10,034
-122
421
$92K 0.03%
20,767
+771
422
$81K 0.02%
25,887
-14,215
423
$80K 0.02%
10,606
-6,264
424
$73K 0.02%
1,438
-108
425
$69K 0.02%
33,833
+4,045
15 16
17
18 19