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
51
$1.27M 0.4%
41,558
+2,143
52
$1.26M 0.39%
11,249
-690
53
$1.26M 0.39%
25,948
+1,619
54
$1.25M 0.39%
16,444
+580
55
$1.23M 0.38%
21,923
+3,179
56
$1.19M 0.37%
20,544
+2,763
57
$1.17M 0.37%
34,168
+1,422
58
$1.17M 0.37%
17,845
+489
59
$1.16M 0.36%
16,138
+1,712
60
$1.15M 0.36%
22,350
61
$1.14M 0.36%
18,481
+1,045
62
$1.13M 0.35%
49,908
+2,060
63
$1.12M 0.35%
14,468
+650
64
$1.12M 0.35%
24,021
-113
65
$1.1M 0.34%
31,978
-257
66
$1.06M 0.33%
26,211
+1,101
67
$1.02M 0.32%
18,069
+483
68
$999K 0.31%
14,724
+471
69
$996K 0.31%
17,919
-165
70
$994K 0.31%
16,751
+346
71
$991K 0.31%
20,732
+1,632
72
$974K 0.3%
8,456
+993
73
$971K 0.3%
26,736
+846
74
$966K 0.3%
15,199
+940
75
$956K 0.3%
7,933
+307
1 2
3
4 5