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
251
$381K 0.1%
2,584
+67
252
$381K 0.1%
4,832
253
$381K 0.1%
5,931
-185
254
$380K 0.1%
+3,021
255
$376K 0.09%
47,768
+3,512
256
$375K 0.09%
6,130
+903
257
$375K 0.09%
10,078
-856
258
$375K 0.09%
35,707
+1,722
259
$375K 0.09%
11,817
-271
260
$374K 0.09%
5,145
-378
261
$373K 0.09%
8,650
+405
262
$372K 0.09%
13,877
+4,404
263
$371K 0.09%
3,605
+52
264
$370K 0.09%
6,656
+450
265
$370K 0.09%
6,847
-44
266
$369K 0.09%
3,351
+998
267
$366K 0.09%
3,864
+57
268
$365K 0.09%
9,480
+210
269
$364K 0.09%
5,810
-547
270
$362K 0.09%
3,468
+31
271
$361K 0.09%
6,940
+434
272
$361K 0.09%
9,167
-773
273
$356K 0.09%
2,472
-111
274
$354K 0.09%
4,464
+2
275
$348K 0.09%
10,840
+258
9 10
11
12 13