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
276
$347K 0.09%
10,906
-305
277
$347K 0.09%
7,555
+1,699
278
$344K 0.09%
13,806
+206
279
$342K 0.09%
14,399
-449
280
$341K 0.09%
5,521
281
$340K 0.09%
+6,500
282
$340K 0.09%
26,824
+1,768
283
$340K 0.09%
9,377
+1,101
284
$336K 0.08%
10,986
-534
285
$336K 0.08%
5,995
+693
286
$334K 0.08%
55,668
287
$333K 0.08%
7,955
-119
288
$322K 0.08%
21,249
+1,681
289
$322K 0.08%
7,138
+734
290
$322K 0.08%
8,296
+932
291
$321K 0.08%
4,733
-1,018
292
$320K 0.08%
4,550
+187
293
$320K 0.08%
5,550
+1,500
294
$318K 0.08%
2,471
+40
295
$316K 0.08%
4,465
+70
296
$312K 0.08%
+41,261
297
$308K 0.08%
25,462
-1,508
298
$308K 0.08%
5,333
+323
299
$308K 0.08%
13,604
+740
300
$306K 0.08%
9,536
-56
10 11
12
13 14