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
251
$348K 0.1%
3,973
-169
252
$345K 0.1%
20,882
+2,950
253
$344K 0.1%
3,628
-84
254
$342K 0.1%
2,274
-49
255
$341K 0.1%
27,867
+2,494
256
$341K 0.1%
8,826
-144
257
$340K 0.1%
2,410
-333
258
$340K 0.1%
3,603
259
$336K 0.1%
+6,620
260
$335K 0.1%
5,989
+2
261
$334K 0.1%
7,986
+93
262
$334K 0.1%
22,456
-152
263
$333K 0.1%
2,907
-48
264
$333K 0.1%
6,143
+468
265
$332K 0.09%
6,026
-467
266
$331K 0.09%
51,448
+226
267
$331K 0.09%
11,515
+282
268
$331K 0.09%
8,036
+635
269
$330K 0.09%
7,214
-164
270
$329K 0.09%
8,209
-570
271
$328K 0.09%
2,448
+12
272
$325K 0.09%
5,426
+58
273
$318K 0.09%
4,459
274
$315K 0.09%
8,855
-469
275
$314K 0.09%
7,223
+111
9 10
11
12 13