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
301
$326K 0.08%
26,006
+544
302
$325K 0.08%
3,130
+181
303
$324K 0.08%
3,423
+180
304
$322K 0.08%
14,305
+499
305
$317K 0.08%
10,827
-79
306
$316K 0.08%
5,496
+163
307
$307K 0.07%
5,478
-72
308
$306K 0.07%
11,255
+158
309
$305K 0.07%
4,924
+463
310
$304K 0.07%
445
-8
311
$304K 0.07%
21,274
+25
312
$304K 0.07%
36,816
313
$303K 0.07%
6,495
+500
314
$301K 0.07%
14,730
+823
315
$301K 0.07%
8,047
+1,174
316
$301K 0.07%
55,668
317
$298K 0.07%
4,733
+70
318
$297K 0.07%
2,525
+157
319
$297K 0.07%
3,531
+31
320
$295K 0.07%
5,615
-8
321
$293K 0.07%
3,520
+950
322
$293K 0.07%
14,498
+99
323
$293K 0.07%
4,678
-843
324
$291K 0.07%
4,104
+175
325
$290K 0.07%
13,324
-280
11 12
13
14 15