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
176
$461K 0.14%
15,000
177
$459K 0.14%
13,106
+2,184
178
$458K 0.14%
8,723
+302
179
$456K 0.14%
17,562
+1,152
180
$451K 0.14%
32,104
+3,091
181
$446K 0.14%
5,239
-25
182
$440K 0.14%
3,430
+66
183
$434K 0.14%
10,529
+867
184
$434K 0.14%
13,628
+957
185
$425K 0.13%
49,539
+4,737
186
$423K 0.13%
6,673
+469
187
$423K 0.13%
4,683
-10
188
$422K 0.13%
6,050
189
$421K 0.13%
5,181
+573
190
$418K 0.13%
5,010
+179
191
$415K 0.13%
4,248
+114
192
$415K 0.13%
36,620
+6,130
193
$414K 0.13%
6,877
194
$414K 0.13%
5,351
195
$410K 0.13%
4,158
+801
196
$410K 0.13%
11,488
+346
197
$409K 0.13%
4,674
+220
198
$408K 0.13%
8,538
+1,096
199
$403K 0.13%
4,823
+422
200
$403K 0.13%
12,156
-123
6 7
8
9 10