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
$287M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$11.2M
3
+$8.34M
4
MSFT icon
Microsoft
MSFT
+$6.8M
5
AAPL icon
Apple
AAPL
+$5.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.96%
2 Technology 15.55%
3 Healthcare 12.93%
4 Energy 9.5%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.74%
+40,090
27
$2.11M 0.74%
+79,060
28
$1.98M 0.69%
+12,342
29
$1.92M 0.67%
+42,931
30
$1.91M 0.66%
+37,169
31
$1.75M 0.61%
+17,690
32
$1.66M 0.58%
+7,893
33
$1.64M 0.57%
+22,828
34
$1.47M 0.51%
+12,220
35
$1.44M 0.5%
+22,722
36
$1.44M 0.5%
+15,707
37
$1.42M 0.49%
+110,432
38
$1.42M 0.49%
+46,216
39
$1.41M 0.49%
+18,800
40
$1.38M 0.48%
+99,000
41
$1.37M 0.48%
+81,015
42
$1.36M 0.47%
+14,104
43
$1.35M 0.47%
+26,886
44
$1.26M 0.44%
+28,281
45
$1.23M 0.43%
+15,864
46
$1.2M 0.42%
+19,835
47
$1.18M 0.41%
+11,939
48
$1.17M 0.41%
+24,329
49
$1.16M 0.4%
+18,975
50
$1.15M 0.4%
+32,746
1
2
3 4 5