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
$287M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.2M
3
+$7.71M
4
MSFT icon
Microsoft
MSFT
+$6.45M
5
AAPL icon
Apple
AAPL
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.77%
2 Technology 15.51%
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
126
$534K 0.19%
+24,681
127
$529K 0.18%
+11,838
128
$528K 0.18%
+12,908
129
$524K 0.18%
+2,439
130
$522K 0.18%
+23,924
131
$520K 0.18%
+6,671
132
$517K 0.18%
+87,880
133
$517K 0.18%
+7,063
134
$501K 0.17%
+5,836
135
$496K 0.17%
+9,559
136
$496K 0.17%
+52,776
137
$494K 0.17%
+1,959
138
$494K 0.17%
+66,444
139
$485K 0.17%
+7,724
140
$476K 0.17%
+16,958
141
$473K 0.16%
+8,653
142
$471K 0.16%
+6,458
143
$462K 0.16%
+7,077
144
$461K 0.16%
+57,659
145
$460K 0.16%
+4,094
146
$459K 0.16%
+4,834
147
$458K 0.16%
+6,962
148
$458K 0.16%
+11,238
149
$452K 0.16%
+5,289
150
$446K 0.16%
+32,580
4 5
6
7 8