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
326
$257K 0.07%
6,148
-274
327
$255K 0.07%
+7,007
328
$255K 0.07%
7,491
-61
329
$254K 0.07%
4,486
-106
330
$254K 0.07%
8,933
331
$253K 0.07%
5,056
-4
332
$252K 0.07%
+3,773
333
$252K 0.07%
1,428
+37
334
$252K 0.07%
5,876
+16
335
$251K 0.07%
30,530
+1,075
336
$250K 0.07%
3,500
337
$250K 0.07%
2,489
-153
338
$250K 0.07%
6,339
+94
339
$250K 0.07%
16,400
-1,225
340
$248K 0.07%
12,548
+210
341
$248K 0.07%
4,798
-239
342
$247K 0.07%
+6,037
343
$246K 0.07%
+10,542
344
$245K 0.07%
3,632
-210
345
$244K 0.07%
+4,832
346
$243K 0.07%
+3,227
347
$242K 0.07%
11,580
+257
348
$242K 0.07%
2,486
+90
349
$241K 0.07%
4,882
-59
350
$241K 0.07%
9,644
+84
12 13
14
15 16