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
151
$443K 0.15%
+7,595
152
$441K 0.15%
+5,264
153
$441K 0.15%
+13,350
154
$435K 0.15%
+9,045
155
$432K 0.15%
+4,794
156
$432K 0.15%
+12,671
157
$429K 0.15%
+29,362
158
$429K 0.15%
+21,076
159
$428K 0.15%
+5,480
160
$427K 0.15%
+9,662
161
$426K 0.15%
+12,694
162
$426K 0.15%
+8,421
163
$420K 0.15%
+11,142
164
$409K 0.14%
+6,050
165
$405K 0.14%
+5,571
166
$403K 0.14%
+14,853
167
$401K 0.14%
+9,990
168
$399K 0.14%
+4,134
169
$399K 0.14%
+5,910
170
$398K 0.14%
+4,831
171
$395K 0.14%
+4,693
172
$393K 0.14%
+5,351
173
$391K 0.14%
+6,993
174
$390K 0.14%
+9,515
175
$390K 0.14%
+6,204
5 6
7
8 9