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
251
$1.01M 0.08%
5,352
-2,114
252
$1M 0.08%
81,915
-370
253
$1M 0.08%
79,634
-1,249
254
$984K 0.08%
96,169
-846
255
$982K 0.07%
32,107
-1,038
256
$980K 0.07%
11,617
-1,011
257
$974K 0.07%
2,004
-3
258
$973K 0.07%
11,644
-514
259
$971K 0.07%
5,859
-171
260
$968K 0.07%
8,929
-2,997
261
$967K 0.07%
57,050
-230
262
$966K 0.07%
5,630
-5
263
$964K 0.07%
133,036
-640
264
$961K 0.07%
1,981
-23
265
$957K 0.07%
1,955
-7
266
$955K 0.07%
7,844
+32
267
$951K 0.07%
9,412
+61
268
$950K 0.07%
2,389
-373
269
$946K 0.07%
43,291
+14,092
270
$946K 0.07%
7,331
-1,579
271
$945K 0.07%
2,530
-377
272
$935K 0.07%
7,359
-892
273
$932K 0.07%
6,000
-68
274
$931K 0.07%
1,969
-245
275
$928K 0.07%
4,758
+3
9 10
11
12 13