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
$411M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$652K
3
+$499K
4
MDT icon
Medtronic
MDT
+$413K
5
E icon
ENI
E
+$390K

Top Sells

1
+$5.87M
2
+$1M
3
+$701K
4
CSCO icon
Cisco
CSCO
+$623K
5
OUBS
USB AG (NEW)
OUBS
+$585K

Sector Composition

1 Financials 18.54%
2 Technology 18.3%
3 Healthcare 15.4%
4 Consumer Staples 7.1%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$448K 0.11%
6,311
+457
227
$446K 0.11%
6,038
+893
228
$445K 0.11%
11,918
-2,398
229
$444K 0.11%
3,582
230
$442K 0.11%
3,375
+367
231
$441K 0.11%
9,638
232
$437K 0.11%
49,836
+2,068
233
$436K 0.11%
3,214
+17
234
$435K 0.11%
6,401
+470
235
$434K 0.11%
4,955
+357
236
$434K 0.11%
12,710
-105
237
$433K 0.11%
40,706
-555
238
$432K 0.11%
9,834
+667
239
$431K 0.1%
13,468
+2,482
240
$428K 0.1%
2,655
+71
241
$426K 0.1%
3,730
+262
242
$426K 0.1%
8,248
+453
243
$422K 0.1%
4,100
+283
244
$420K 0.1%
24,231
+845
245
$418K 0.1%
4,349
+485
246
$417K 0.1%
3,746
-568
247
$416K 0.1%
10,028
-50
248
$415K 0.1%
9,359
-3
249
$410K 0.1%
2,451
+9
250
$409K 0.1%
69,767
+573
8 9
10
11 12