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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$282K 0.08%
18,929
-1,560
302
$282K 0.08%
7,991
+51
303
$281K 0.08%
15,856
+422
304
$278K 0.08%
6,081
-237
305
$278K 0.08%
7,451
-561
306
$278K 0.08%
12,856
+462
307
$277K 0.08%
16,910
+1,028
308
$276K 0.08%
79,680
-1,390
309
$275K 0.08%
5,398
-237
310
$275K 0.08%
10,505
-865
311
$275K 0.08%
14,144
+1,234
312
$275K 0.08%
+6,115
313
$274K 0.08%
5,005
+168
314
$272K 0.08%
1,922
+31
315
$269K 0.08%
3,443
-48
316
$268K 0.08%
24
317
$267K 0.08%
4,001
-30
318
$267K 0.08%
15,025
+475
319
$267K 0.08%
2,082
-72
320
$266K 0.08%
6,079
-589
321
$266K 0.08%
2,690
322
$263K 0.08%
+4,680
323
$263K 0.08%
4,546
+15
324
$262K 0.07%
4,226
+22
325
$259K 0.07%
9,523
-479
11 12
13
14 15