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
201
$442K 0.13%
9,714
-143
202
$434K 0.12%
1,613
+127
203
$433K 0.12%
8,751
+213
204
$431K 0.12%
4,676
-179
205
$430K 0.12%
7,405
+204
206
$430K 0.12%
5,711
+19
207
$428K 0.12%
4,140
-18
208
$428K 0.12%
4,477
-197
209
$426K 0.12%
6,167
+200
210
$423K 0.12%
16,294
-688
211
$422K 0.12%
5,614
-95
212
$419K 0.12%
4,533
-290
213
$419K 0.12%
26,598
+798
214
$419K 0.12%
5,676
-19
215
$412K 0.12%
6,664
-2,884
216
$409K 0.12%
6,005
+31
217
$408K 0.12%
12,198
-368
218
$408K 0.12%
5,108
+29
219
$406K 0.12%
27,004
-324
220
$404K 0.12%
3,913
-89
221
$403K 0.11%
6,226
+93
222
$403K 0.11%
15,169
+106
223
$400K 0.11%
5,868
+735
224
$400K 0.11%
4,405
+571
225
$399K 0.11%
11,390
+230
7 8
9
10 11