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
$321M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$763K
3
+$552K
4
AAPL icon
Apple
AAPL
+$523K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$480K

Top Sells

1
+$508K
2
+$405K
3
+$358K
4
FNSR
Finisar Corp
FNSR
+$322K
5
IFF icon
International Flavors & Fragrances
IFF
+$298K

Sector Composition

1 Financials 18.82%
2 Technology 14.92%
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
201
$403K 0.13%
12,156
-123
202
$400K 0.12%
3,501
+132
203
$400K 0.12%
9,857
-337
204
$400K 0.12%
11,160
+2,158
205
$400K 0.12%
5,974
+110
206
$398K 0.12%
5,967
+57
207
$397K 0.12%
45,396
+2,657
208
$396K 0.12%
5,692
-3,216
209
$394K 0.12%
4,275
+222
210
$392K 0.12%
14,536
+1,104
211
$391K 0.12%
5,665
212
$390K 0.12%
12,566
+388
213
$389K 0.12%
3,044
+5
214
$387K 0.12%
5,695
+19
215
$386K 0.12%
5,709
+550
216
$383K 0.12%
7,201
+1,035
217
$383K 0.12%
6,133
+461
218
$379K 0.12%
4,855
+241
219
$376K 0.12%
5,079
-219
220
$374K 0.12%
4,002
+75
221
$373K 0.12%
2,323
+171
222
$369K 0.12%
77,265
+18,408
223
$369K 0.12%
8,512
+446
224
$369K 0.12%
1,954
-518
225
$368K 0.11%
27,328
+3,000
7 8
9
10 11