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
76
$951K 0.3%
14,696
+156
77
$944K 0.29%
25,789
+3,314
78
$935K 0.29%
10,237
+226
79
$909K 0.28%
14,216
-827
80
$891K 0.28%
52,640
+3,270
81
$891K 0.28%
5,635
+208
82
$882K 0.28%
22,914
+568
83
$879K 0.27%
14,028
+890
84
$871K 0.27%
16,191
+419
85
$868K 0.27%
10,381
+220
86
$862K 0.27%
6,781
+826
87
$862K 0.27%
17,026
+1,056
88
$862K 0.27%
33,721
+4,757
89
$861K 0.27%
9,530
+284
90
$850K 0.27%
50,118
-234
91
$833K 0.26%
18,622
+275
92
$827K 0.26%
129,036
+13,875
93
$817K 0.25%
10,602
+720
94
$802K 0.25%
12,700
+200
95
$793K 0.25%
8,849
+30
96
$784K 0.24%
14,725
+224
97
$782K 0.24%
38,076
+7,092
98
$763K 0.24%
+22,762
99
$760K 0.24%
11,300
+540
100
$748K 0.23%
19,598
+1,108
2 3
4
5 6