LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
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
1
$17.2M 5.37%
101
2
$10.2M 3.18%
118,319
-5,899
3
$7.74M 2.42%
330,476
-12,149
4
$7.63M 2.38%
447,944
+30,744
5
$6.29M 1.96%
188,999
-7,886
6
$5.74M 1.79%
73,339
+180
7
$5.45M 1.7%
243,808
+728
8
$4.83M 1.51%
+41,546
9
$4.22M 1.32%
65,458
+512
10
$3.99M 1.24%
35,152
+708
11
$3.94M 1.23%
34,433
+517
12
$3.86M 1.2%
84,994
+2,237
13
$3.71M 1.16%
49,063
+608
14
$3.66M 1.14%
42,231
+1,104
15
$3.64M 1.14%
29,987
+69
16
$3.38M 1.05%
38,530
-3,032
17
$3.36M 1.05%
18,993
-608
18
$3.29M 1.03%
120,736
+516
19
$3.14M 0.98%
21,788
+23
20
$2.9M 0.9%
132,936
+4,135
21
$2.83M 0.88%
68,416
+1,787
22
$2.6M 0.81%
32,659
-2,922
23
$2.56M 0.8%
111,684
-1,042
24
$2.53M 0.79%
66,686
+633
25
$2.44M 0.76%
38,769
+1,600
1
2 3 4 5