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
276
$364K 0.09%
8,779
+3,160
277
$364K 0.09%
7,448
+1,703
278
$361K 0.09%
9,973
+596
279
$359K 0.09%
2,596
-395
280
$358K 0.09%
100,893
+13,512
281
$355K 0.09%
3,938
+247
282
$355K 0.09%
6,315
-254
283
$353K 0.09%
6,226
+579
284
$350K 0.09%
10,164
+628
285
$348K 0.08%
4,465
+1
286
$347K 0.08%
8,452
+497
287
$346K 0.08%
8,099
+61
288
$345K 0.08%
2,457
-14
289
$343K 0.08%
8,810
+514
290
$341K 0.08%
9,330
-150
291
$341K 0.08%
4,374
+173
292
$338K 0.08%
7,484
-71
293
$337K 0.08%
35,791
+84
294
$337K 0.08%
15,599
-52
295
$336K 0.08%
6,500
296
$335K 0.08%
2,411
-61
297
$332K 0.08%
6,995
+55
298
$332K 0.08%
4,135
+290
299
$329K 0.08%
28,840
+370
300
$328K 0.08%
1,564
-64
10 11
12
13 14