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
176
$389K 0.14%
+94,107
177
$388K 0.14%
+5,298
178
$388K 0.14%
+16,410
179
$386K 0.13%
+9,252
180
$385K 0.13%
+3,364
181
$380K 0.13%
+6,877
182
$376K 0.13%
+5,665
183
$374K 0.13%
+4,608
184
$373K 0.13%
+10,194
185
$372K 0.13%
+15,000
186
$371K 0.13%
+15,776
187
$364K 0.13%
+13,765
188
$361K 0.13%
+4,401
189
$360K 0.13%
+42,739
190
$360K 0.13%
+5,676
191
$358K 0.12%
+2,472
192
$357K 0.12%
+92,906
193
$354K 0.12%
+12,178
194
$354K 0.12%
+5,443
195
$352K 0.12%
+5,864
196
$350K 0.12%
+22,608
197
$349K 0.12%
+4,454
198
$346K 0.12%
+44,802
199
$343K 0.12%
+4,053
200
$343K 0.12%
+8,991
6 7
8
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