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
101
$747K 0.23%
9,444
+99
102
$742K 0.23%
7,115
+28
103
$731K 0.23%
6,087
+155
104
$722K 0.23%
97,409
+9,529
105
$716K 0.22%
13,626
+190
106
$686K 0.21%
2,851
+412
107
$681K 0.21%
28,997
+696
108
$678K 0.21%
69,702
+4,565
109
$674K 0.21%
28,567
+3,886
110
$668K 0.21%
18,332
+166
111
$667K 0.21%
18,425
+843
112
$665K 0.21%
12,061
+362
113
$663K 0.21%
8,698
+10
114
$663K 0.21%
13,930
+1,022
115
$662K 0.21%
7,808
+106
116
$661K 0.21%
4,741
-48
117
$659K 0.21%
6,671
+10
118
$659K 0.21%
39,055
+1,772
119
$658K 0.21%
11,007
+495
120
$657K 0.21%
20,806
+1,021
121
$654K 0.2%
13,447
+1,609
122
$652K 0.2%
23,134
+1,522
123
$648K 0.2%
57,043
+4,267
124
$645K 0.2%
60,715
+3,056
125
$624K 0.19%
4,834
3 4
5
6 7