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
126
$534K 0.19%
+24,681
127
$529K 0.18%
+11,838
128
$528K 0.18%
+12,908
129
$525K 0.18%
+30,984
130
$524K 0.18%
+2,439
131
$522K 0.18%
+23,924
132
$520K 0.18%
+6,671
133
$517K 0.18%
+87,880
134
$517K 0.18%
+7,063
135
$501K 0.17%
+5,836
136
$496K 0.17%
+9,559
137
$496K 0.17%
+52,776
138
$494K 0.17%
+1,959
139
$494K 0.17%
+66,444
140
$485K 0.17%
+7,724
141
$476K 0.17%
+16,958
142
$473K 0.16%
+8,531
143
$471K 0.16%
+6,458
144
$462K 0.16%
+7,077
145
$461K 0.16%
+57,659
146
$460K 0.16%
+4,094
147
$459K 0.16%
+4,834
148
$458K 0.16%
+6,962
149
$458K 0.16%
+11,238
150
$452K 0.16%
+5,289
4 5
6
7 8