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
151
$446K 0.16%
+32,580
152
$443K 0.15%
+7,595
153
$441K 0.15%
+5,264
154
$441K 0.15%
+534
155
$435K 0.15%
+9,045
156
$432K 0.15%
+4,794
157
$432K 0.15%
+12,671
158
$429K 0.15%
+29,362
159
$429K 0.15%
+21,076
160
$428K 0.15%
+5,480
161
$427K 0.15%
+9,662
162
$426K 0.15%
+12,694
163
$426K 0.15%
+8,421
164
$420K 0.15%
+11,142
165
$409K 0.14%
+6,050
166
$405K 0.14%
+5,571
167
$403K 0.14%
+6,215
168
$401K 0.14%
+9,990
169
$399K 0.14%
+4,134
170
$399K 0.14%
+5,910
171
$398K 0.14%
+4,831
172
$395K 0.14%
+4,693
173
$393K 0.14%
+5,351
174
$391K 0.14%
+6,993
175
$390K 0.14%
+9,515
5 6
7
8 9