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
251
$409K 0.1%
3,876
+71
252
$409K 0.1%
6,436
+441
253
$408K 0.1%
27,732
+908
254
$407K 0.1%
2,049
+105
255
$401K 0.1%
9,202
+552
256
$401K 0.1%
3,464
+1,160
257
$401K 0.1%
3,382
+1,371
258
$399K 0.1%
6,616
+806
259
$396K 0.1%
3,516
+36
260
$395K 0.1%
10,316
-524
261
$392K 0.1%
83,971
262
$390K 0.09%
+11,279
263
$389K 0.09%
4,846
+62
264
$389K 0.09%
4,962
+130
265
$388K 0.09%
17,125
+424
266
$387K 0.09%
5,963
+32
267
$385K 0.09%
6,389
+259
268
$383K 0.09%
14,223
-3,412
269
$381K 0.09%
7,440
+302
270
$377K 0.09%
7,601
-1,030
271
$377K 0.09%
5,921
+853
272
$372K 0.09%
6,828
+172
273
$372K 0.09%
2,278
+329
274
$372K 0.09%
11,528
+532
275
$371K 0.09%
8,949
+2,349
9 10
11
12 13