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
301
$305K 0.08%
8,044
+1,564
302
$304K 0.08%
8,683
+565
303
$303K 0.08%
3,500
304
$302K 0.08%
4,201
+63
305
$301K 0.08%
36,816
306
$300K 0.08%
3,845
-364
307
$299K 0.08%
11,097
+758
308
$298K 0.07%
3,691
+378
309
$298K 0.07%
87,381
+5,958
310
$295K 0.07%
5,647
-290
311
$293K 0.07%
15,352
+1,360
312
$292K 0.07%
37,066
+3,200
313
$291K 0.07%
1,949
-45
314
$290K 0.07%
13,907
-120
315
$289K 0.07%
15,651
-2,228
316
$288K 0.07%
3,243
+457
317
$287K 0.07%
28,470
+1,000
318
$285K 0.07%
5,623
+318
319
$283K 0.07%
2,630
+365
320
$283K 0.07%
3,287
+69
321
$282K 0.07%
2,949
-735
322
$282K 0.07%
2,368
+367
323
$280K 0.07%
453
+19
324
$279K 0.07%
8,933
325
$278K 0.07%
1,944
+344
11 12
13
14 15