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
201
$400K 0.12%
3,501
+132
202
$400K 0.12%
9,857
-337
203
$400K 0.12%
11,160
+2,158
204
$400K 0.12%
5,974
+110
205
$398K 0.12%
5,967
+57
206
$397K 0.12%
45,396
+2,657
207
$396K 0.12%
5,692
-3,216
208
$394K 0.12%
4,275
+222
209
$392K 0.12%
14,536
+1,104
210
$391K 0.12%
5,665
211
$390K 0.12%
12,566
+388
212
$389K 0.12%
3,044
+5
213
$387K 0.12%
5,695
+19
214
$386K 0.12%
5,709
+550
215
$383K 0.12%
7,201
+1,035
216
$383K 0.12%
6,133
+461
217
$379K 0.12%
4,855
+241
218
$376K 0.12%
5,079
-219
219
$374K 0.12%
4,002
+75
220
$373K 0.12%
2,323
+171
221
$369K 0.12%
8,512
+446
222
$369K 0.12%
1,954
-518
223
$369K 0.12%
77,265
+18,408
224
$368K 0.11%
27,328
+3,000
225
$364K 0.11%
2,743
+417
7 8
9
10 11