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
$1.31B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
907
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$731K
3
+$574K
4
NBTB icon
NBT Bancorp
NBTB
+$416K
5
DVN icon
Devon Energy
DVN
+$308K

Top Sells

1
+$23.4M
2
+$18.6M
3
+$18.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.65M
5
META icon
Meta Platforms (Facebook)
META
+$5.49M

Sector Composition

1 Technology 20.45%
2 Financials 12.53%
3 Healthcare 9.78%
4 Communication Services 9.5%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.09%
7,814
+56
227
$1.16M 0.09%
10,367
-1,625
228
$1.15M 0.09%
12,652
+28
229
$1.14M 0.09%
7,663
-438
230
$1.13M 0.09%
47,618
+308
231
$1.12M 0.09%
91,568
-2,108
232
$1.11M 0.08%
40,668
+4,027
233
$1.1M 0.08%
21,750
-25
234
$1.1M 0.08%
3,481
-8
235
$1.09M 0.08%
3,413
-1,665
236
$1.08M 0.08%
17,691
-2,183
237
$1.08M 0.08%
5,298
-492
238
$1.08M 0.08%
17,310
-837
239
$1.07M 0.08%
1,577
-412
240
$1.07M 0.08%
6,221
-1,593
241
$1.07M 0.08%
10,350
+125
242
$1.06M 0.08%
6,436
-417
243
$1.06M 0.08%
20,762
-371
244
$1.05M 0.08%
50,552
-174
245
$1.05M 0.08%
16,724
-136
246
$1.04M 0.08%
11,541
-593
247
$1.03M 0.08%
4,797
-290
248
$1.02M 0.08%
8,113
-850
249
$1.02M 0.08%
189,767
-4,120
250
$1.01M 0.08%
20,724
8 9
10
11 12