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
126
$623K 0.19%
12,383
+297
127
$623K 0.19%
19,836
+781
128
$621K 0.19%
7,330
+368
129
$621K 0.19%
24,584
+660
130
$621K 0.19%
6,965
+247
131
$617K 0.19%
12,884
+152
132
$616K 0.19%
18,568
+55
133
$616K 0.19%
6,617
+781
134
$615K 0.19%
16,303
+51
135
$609K 0.19%
602
+68
136
$588K 0.18%
7,988
+2,545
137
$580K 0.18%
10,022
+99
138
$579K 0.18%
7,842
+452
139
$579K 0.18%
5,622
+333
140
$567K 0.18%
11,285
+1,966
141
$554K 0.17%
5,587
+793
142
$554K 0.17%
70,844
+4,400
143
$554K 0.17%
8,621
+1,026
144
$552K 0.17%
+5,897
145
$551K 0.17%
9,548
-11
146
$551K 0.17%
6,776
+105
147
$545K 0.17%
33,250
+670
148
$543K 0.17%
7,907
+183
149
$543K 0.17%
12,979
+1,741
150
$539K 0.17%
9,315
+784
4 5
6
7 8