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
51
$1.14M 0.4%
+22,350
52
$1.13M 0.39%
+11,051
53
$1.11M 0.39%
+15,468
54
$1.11M 0.39%
+17,356
55
$1.1M 0.38%
+32,235
56
$1.08M 0.38%
+17,436
57
$1.07M 0.37%
+36,442
58
$1.07M 0.37%
+13,818
59
$1.04M 0.36%
+39,415
60
$1.04M 0.36%
+15,043
61
$1.03M 0.36%
+24,134
62
$1M 0.35%
+17,586
63
$999K 0.35%
+47,848
64
$945K 0.33%
+14,426
65
$940K 0.33%
+16,405
66
$922K 0.32%
+50,352
67
$914K 0.32%
+18,744
68
$902K 0.31%
+18,084
69
$875K 0.31%
+25,110
70
$873K 0.3%
+19,100
71
$866K 0.3%
+17,781
72
$866K 0.3%
+10,011
73
$862K 0.3%
+14,259
74
$862K 0.3%
+9,246
75
$833K 0.29%
+14,253
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3
4 5