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
101
$648K 0.23%
+10,512
102
$646K 0.23%
+18,513
103
$639K 0.22%
+16,252
104
$636K 0.22%
+19,785
105
$618K 0.22%
+12,732
106
$618K 0.22%
+10,760
107
$616K 0.21%
+28,301
108
$616K 0.21%
+7,702
109
$601K 0.21%
+8,688
110
$600K 0.21%
+65,137
111
$594K 0.21%
+12,086
112
$590K 0.21%
+8,908
113
$589K 0.21%
+18,166
114
$585K 0.2%
+9,923
115
$583K 0.2%
+51,747
116
$578K 0.2%
+9,882
117
$577K 0.2%
+37,283
118
$572K 0.2%
+11,699
119
$568K 0.2%
+6,661
120
$568K 0.2%
+6,718
121
$558K 0.19%
+17,582
122
$549K 0.19%
+105,668
123
$544K 0.19%
+19,055
124
$541K 0.19%
+21,612
125
$538K 0.19%
+7,390
3 4
5
6 7