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
126
$695K 0.2%
7,977
+135
127
$691K 0.2%
12,653
+1,368
128
$688K 0.2%
6,607
-64
129
$682K 0.19%
53,689
+352
130
$679K 0.19%
8,708
+720
131
$677K 0.19%
19,172
-664
132
$675K 0.19%
56,326
-717
133
$658K 0.19%
17,547
+1,111
134
$648K 0.18%
12,998
+114
135
$643K 0.18%
20,780
-26
136
$642K 0.18%
5,595
-27
137
$634K 0.18%
15,754
-549
138
$631K 0.18%
15,592
+2,486
139
$630K 0.18%
4,401
-340
140
$629K 0.18%
5,909
+322
141
$627K 0.18%
7,468
+138
142
$622K 0.18%
6,014
+117
143
$606K 0.17%
39,239
+184
144
$603K 0.17%
7,201
-28
145
$602K 0.17%
4,441
+170
146
$601K 0.17%
12,496
-483
147
$599K 0.17%
13,110
+904
148
$590K 0.17%
5,315
+632
149
$589K 0.17%
9,347
-102
150
$587K 0.17%
32,965
-285
4 5
6
7 8