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
151
$586K 0.17%
7,870
+1,197
152
$586K 0.17%
8,721
+100
153
$575K 0.16%
15,358
-2,974
154
$564K 0.16%
11,976
+144
155
$563K 0.16%
16,110
-1,033
156
$561K 0.16%
7,230
-2
157
$559K 0.16%
6,011
158
$549K 0.16%
10,755
-1,628
159
$545K 0.16%
3,374
-56
160
$540K 0.15%
69,514
-1,330
161
$540K 0.15%
13,327
+531
162
$530K 0.15%
15,000
163
$526K 0.15%
7,173
+26
164
$524K 0.15%
10,800
+423
165
$524K 0.15%
6,604
-13
166
$516K 0.15%
16,352
-672
167
$513K 0.15%
6,416
-360
168
$512K 0.15%
56,275
+10,879
169
$512K 0.15%
5,640
+630
170
$510K 0.15%
36,414
-206
171
$509K 0.15%
119,999
172
$507K 0.14%
3,525
+24
173
$506K 0.14%
12,298
+1,769
174
$503K 0.14%
16,206
+456
175
$501K 0.14%
9,880
-17
5 6
7
8 9