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
76
$825K 0.29%
+7,463
77
$825K 0.29%
+25,890
78
$822K 0.29%
+15,970
79
$821K 0.29%
+5,427
80
$820K 0.29%
+13,138
81
$813K 0.28%
+22,475
82
$793K 0.28%
+14,540
83
$773K 0.27%
+7,626
84
$765K 0.27%
+49,370
85
$759K 0.26%
+18,347
86
$754K 0.26%
+8,819
87
$746K 0.26%
+14,501
88
$732K 0.26%
+22,346
89
$715K 0.25%
+115,161
90
$711K 0.25%
+4,789
91
$707K 0.25%
+9,345
92
$700K 0.24%
+7,087
93
$697K 0.24%
+15,772
94
$693K 0.24%
+12,500
95
$692K 0.24%
+13,436
96
$691K 0.24%
+10,161
97
$689K 0.24%
+18,490
98
$684K 0.24%
+5,955
99
$684K 0.24%
+28,964
100
$683K 0.24%
+5,932
2 3
4
5 6