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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
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
226
$399K 0.11%
11,390
+230
227
$397K 0.11%
1,254
+201
228
$397K 0.11%
5,204
-85
229
$396K 0.11%
5,206
+202
230
$396K 0.11%
7,564
-1,411
231
$389K 0.11%
10,291
-1,197
232
$389K 0.11%
4,302
-5
233
$388K 0.11%
9,436
+1,194
234
$384K 0.11%
6,728
+110
235
$379K 0.11%
4,033
-186
236
$377K 0.11%
78,532
+1,267
237
$377K 0.11%
6,535
+818
238
$373K 0.11%
7,388
-138
239
$368K 0.11%
8,231
+63
240
$367K 0.1%
6,639
-36
241
$361K 0.1%
7,902
+468
242
$359K 0.1%
1,951
-3
243
$357K 0.1%
3,851
+29
244
$357K 0.1%
28,824
+248
245
$353K 0.1%
4,480
+809
246
$351K 0.1%
9,866
+316
247
$350K 0.1%
3,049
-143
248
$350K 0.1%
6,550
+315
249
$349K 0.1%
7,309
-78
250
$349K 0.1%
6,476
-393
8 9
10
11 12