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
201
$342K 0.12%
+25,657
202
$339K 0.12%
+9,626
203
$337K 0.12%
+4,614
204
$335K 0.12%
+4,169
205
$334K 0.12%
+8,136
206
$334K 0.12%
+5,159
207
$332K 0.12%
+3,369
208
$331K 0.12%
+3,927
209
$330K 0.12%
+3,039
210
$330K 0.12%
+2,152
211
$328K 0.11%
+29,013
212
$328K 0.11%
+13,432
213
$325K 0.11%
+14,050
214
$325K 0.11%
+20,950
215
$324K 0.11%
+76,300
216
$324K 0.11%
+10,922
217
$322K 0.11%
+5,672
218
$322K 0.11%
+7,442
219
$321K 0.11%
+15,114
220
$320K 0.11%
+9,271
221
$318K 0.11%
+9,790
222
$316K 0.11%
+1,399
223
$311K 0.11%
+6,396
224
$309K 0.11%
+13,159
225
$309K 0.11%
+4,245
7 8
9
10 11