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
176
$390K 0.14%
+6,204
177
$389K 0.14%
+94,107
178
$388K 0.14%
+5,298
179
$388K 0.14%
+16,410
180
$386K 0.13%
+9,252
181
$385K 0.13%
+3,364
182
$380K 0.13%
+6,877
183
$376K 0.13%
+5,665
184
$374K 0.13%
+4,608
185
$373K 0.13%
+10,194
186
$372K 0.13%
+15,000
187
$371K 0.13%
+15,776
188
$364K 0.13%
+13,765
189
$361K 0.13%
+4,401
190
$360K 0.13%
+42,739
191
$360K 0.13%
+5,676
192
$358K 0.12%
+2,472
193
$357K 0.12%
+92,906
194
$354K 0.12%
+12,178
195
$354K 0.12%
+5,443
196
$352K 0.12%
+5,864
197
$350K 0.12%
+22,608
198
$349K 0.12%
+4,454
199
$346K 0.12%
+44,802
200
$343K 0.12%
+4,053
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