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
301
$842K 0.06%
11,388
-36,093
302
$842K 0.06%
729
-1
303
$839K 0.06%
4,165
-9,260
304
$833K 0.06%
13,445
-1,093
305
$832K 0.06%
32,425
-66
306
$823K 0.06%
15,488
-907
307
$816K 0.06%
2,035
+22
308
$811K 0.06%
2,526
-308
309
$809K 0.06%
18,589
-3,286
310
$809K 0.06%
8,635
-290
311
$798K 0.06%
8,904
+166
312
$795K 0.06%
10,466
-1,503
313
$794K 0.06%
11,976
-1,376
314
$793K 0.06%
3,598
-221
315
$789K 0.06%
16,961
-439
316
$788K 0.06%
5,931
317
$787K 0.06%
8,266
-741
318
$786K 0.06%
31,264
+1,028
319
$778K 0.06%
17,436
-1,969
320
$773K 0.06%
44,473
-648
321
$772K 0.06%
8,842
+406
322
$770K 0.06%
102,391
-1,379
323
$769K 0.06%
8,436
+250
324
$768K 0.06%
5,675
-161
325
$760K 0.06%
7,871
-1,153
11 12
13
14 15