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
$398M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$393K
3
+$380K
4
EVR icon
Evercore
EVR
+$340K
5
STLA icon
Stellantis
STLA
+$312K

Top Sells

1
+$899K
2
+$583K
3
+$512K
4
BHP icon
BHP
BHP
+$480K
5
CSCO icon
Cisco
CSCO
+$410K

Sector Composition

1 Technology 19.41%
2 Financials 19.01%
3 Healthcare 14.57%
4 Consumer Staples 7.31%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$407K 0.1%
2,442
+20
227
$406K 0.1%
4,598
-400
228
$406K 0.1%
9,017
+281
229
$405K 0.1%
4,492
+351
230
$405K 0.1%
53,638
-2,229
231
$402K 0.1%
3,480
+4
232
$399K 0.1%
9,395
+1,199
233
$399K 0.1%
6,365
-61
234
$398K 0.1%
6,713
+494
235
$398K 0.1%
8,631
-190
236
$398K 0.1%
3,008
-40
237
$396K 0.1%
9,362
-477
238
$395K 0.1%
8,038
+920
239
$393K 0.1%
69,194
-4,228
240
$393K 0.1%
+3,805
241
$392K 0.1%
1,628
-17
242
$391K 0.1%
9,773
-11,997
243
$391K 0.1%
7,423
-173
244
$390K 0.1%
83,971
-437
245
$390K 0.1%
5,931
-987
246
$390K 0.1%
23,386
+316
247
$389K 0.1%
9,638
248
$388K 0.1%
10,996
+1,291
249
$383K 0.1%
16,701
+1,241
250
$382K 0.1%
4,287
+194
8 9
10
11 12