LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$1.83M
3
+$330K
4
AAPL icon
Apple
AAPL
+$297K
5
COR icon
Cencora
COR
+$283K

Top Sells

1
+$2.93M
2
+$1.05M
3
+$449K
4
DELL
DELL INC
DELL
+$348K
5
DHR icon
Danaher
DHR
+$339K

Sector Composition

1 Financials 18.93%
2 Technology 14.62%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$814K 0.23%
6,261
+174
102
$810K 0.23%
18,557
+132
103
$795K 0.23%
2,844
-7
104
$791K 0.23%
20,644
+2,076
105
$788K 0.22%
24,720
+1,586
106
$785K 0.22%
22,294
-468
107
$785K 0.22%
8,122
+1,157
108
$779K 0.22%
11,277
+270
109
$765K 0.22%
64,946
+4,231
110
$765K 0.22%
9,989
+2,082
111
$762K 0.22%
9,881
-141
112
$757K 0.22%
28,513
-54
113
$743K 0.21%
70,862
+1,160
114
$736K 0.21%
633
+31
115
$734K 0.21%
8,727
+29
116
$734K 0.21%
12,998
+2,226
117
$731K 0.21%
31,665
+2,668
118
$730K 0.21%
11,467
-594
119
$724K 0.21%
28,813
-4,908
120
$713K 0.2%
13,278
-348
121
$711K 0.2%
24,084
-500
122
$708K 0.2%
14,280
+350
123
$704K 0.2%
4,834
124
$703K 0.2%
13,783
+336
125
$703K 0.2%
7,768
-40
3 4
5
6 7