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
176
$499K 0.14%
13,799
+171
177
$497K 0.14%
16,754
-808
178
$497K 0.14%
29,927
-2,177
179
$485K 0.14%
4,355
+80
180
$484K 0.14%
90,839
-6,371
181
$484K 0.14%
22,640
-836
182
$482K 0.14%
15,382
+846
183
$482K 0.14%
9,914
184
$480K 0.14%
8,803
-355
185
$480K 0.14%
75,668
-30,000
186
$479K 0.14%
109,840
+365
187
$477K 0.14%
28,411
-863
188
$477K 0.14%
49,725
+186
189
$476K 0.14%
11,772
-384
190
$475K 0.14%
5,198
+17
191
$467K 0.13%
8,652
-71
192
$465K 0.13%
5,412
+173
193
$463K 0.13%
3,116
+72
194
$462K 0.13%
6,050
195
$460K 0.13%
4,158
-9,851
196
$458K 0.13%
4,245
-3
197
$454K 0.13%
1,778
-35
198
$454K 0.13%
5,351
199
$444K 0.13%
11,767
+1,381
200
$444K 0.13%
8,259
-253
6 7
8
9 10