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
201
$343K 0.12%
+8,991
202
$342K 0.12%
+25,657
203
$339K 0.12%
+9,626
204
$337K 0.12%
+4,614
205
$335K 0.12%
+4,169
206
$334K 0.12%
+8,136
207
$334K 0.12%
+5,159
208
$332K 0.12%
+3,369
209
$331K 0.12%
+3,927
210
$330K 0.12%
+3,039
211
$330K 0.12%
+2,152
212
$328K 0.11%
+29,013
213
$328K 0.11%
+13,432
214
$325K 0.11%
+14,050
215
$325K 0.11%
+20,950
216
$324K 0.11%
+10,922
217
$324K 0.11%
+76,300
218
$322K 0.11%
+5,672
219
$322K 0.11%
+7,442
220
$321K 0.11%
+15,114
221
$320K 0.11%
+9,271
222
$318K 0.11%
+9,790
223
$316K 0.11%
+1,399
224
$311K 0.11%
+6,396
225
$309K 0.11%
+13,159
7 8
9
10 11