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
26
$2.23M 0.7%
90,606
+4,089
27
$2.17M 0.68%
25,116
-939
28
$2.14M 0.67%
41,409
+1,319
29
$2.07M 0.65%
12,307
-35
30
$2.04M 0.64%
79,780
+720
31
$2M 0.62%
43,146
+215
32
$1.88M 0.59%
19,502
+1,812
33
$1.79M 0.56%
7,893
34
$1.7M 0.53%
13,242
+1,022
35
$1.67M 0.52%
24,246
+1,524
36
$1.63M 0.51%
117,858
+7,426
37
$1.6M 0.5%
48,276
+2,060
38
$1.59M 0.5%
15,945
+238
39
$1.59M 0.5%
101,740
+2,740
40
$1.51M 0.47%
66,790
-14,225
41
$1.48M 0.46%
19,570
+770
42
$1.45M 0.45%
31,022
+2,741
43
$1.43M 0.45%
16,207
+739
44
$1.42M 0.44%
14,009
-95
45
$1.41M 0.44%
39,375
+2,933
46
$1.35M 0.42%
19,488
-347
47
$1.35M 0.42%
20,107
+1,132
48
$1.33M 0.41%
11,290
+239
49
$1.32M 0.41%
17,965
-4,863
50
$1.31M 0.41%
28,162
+1,276
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