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
$321M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$717K
3
+$539K
4
AAPL icon
Apple
AAPL
+$510K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$477K

Top Sells

1
+$532K
2
+$405K
3
+$360K
4
CSCO icon
Cisco
CSCO
+$302K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.58%
2 Technology 14.88%
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
151
$532K 0.17%
11,832
+1,842
152
$526K 0.16%
10,772
+2,636
153
$524K 0.16%
7,232
+774
154
$520K 0.16%
7,229
+166
155
$518K 0.16%
17,143
+185
156
$509K 0.16%
6,011
+531
157
$509K 0.16%
105,668
158
$508K 0.16%
53,337
+1,590
159
$507K 0.16%
8,975
+3,467
160
$497K 0.16%
119,999
161
$494K 0.15%
12,206
+2,416
162
$482K 0.15%
15,750
+1,985
163
$480K 0.15%
+9,914
164
$478K 0.15%
12,796
+102
165
$478K 0.15%
10,377
+862
166
$477K 0.15%
9,897
+645
167
$477K 0.15%
4,271
+177
168
$475K 0.15%
1,813
-146
169
$473K 0.15%
109,475
+15,368
170
$471K 0.15%
17,024
+1,248
171
$471K 0.15%
23,476
+2,400
172
$470K 0.15%
7,147
+70
173
$468K 0.15%
97,210
+4,304
174
$463K 0.14%
9,158
+113
175
$462K 0.14%
29,274
-88
5 6
7
8 9