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
276
$927K 0.07%
2,865
-138
277
$921K 0.07%
23,772
-479
278
$918K 0.07%
4,872
+46
279
$914K 0.07%
8,489
-106
280
$912K 0.07%
16,938
-756
281
$911K 0.07%
23,444
-796
282
$908K 0.07%
647
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283
$903K 0.07%
117,277
-2,984
284
$900K 0.07%
4,664
-683
285
$900K 0.07%
5,665
+3,611
286
$893K 0.07%
4,407
-937
287
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18,817
-138
288
$889K 0.07%
5,618
-244
289
$889K 0.07%
2,204
-149
290
$885K 0.07%
11,234
-1,285
291
$882K 0.07%
4,054
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292
$881K 0.07%
22,809
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293
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6,061
-1,595
294
$865K 0.07%
3,720
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295
$862K 0.07%
34,944
-109,981
296
$862K 0.07%
5,456
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297
$859K 0.07%
28,829
-515
298
$856K 0.07%
23,518
-1,067
299
$854K 0.07%
8,832
-1,197
300
$852K 0.06%
14,268
-107
10 11
12
13 14