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
326
$278K 0.07%
23,340
-1,028
327
$278K 0.07%
3,929
+136
328
$278K 0.07%
+6,873
329
$277K 0.07%
10,495
+1,718
330
$275K 0.07%
51,208
+3,792
331
$275K 0.07%
6,065
+170
332
$275K 0.07%
4,317
-2,504
333
$274K 0.07%
3,455
-230
334
$273K 0.07%
+6,600
335
$272K 0.07%
2,843
336
$272K 0.07%
5,745
-279
337
$267K 0.07%
7,831
+454
338
$265K 0.07%
15,670
+2,129
339
$265K 0.07%
51,045
+8,170
340
$265K 0.07%
6,860
-787
341
$264K 0.07%
6,941
-238
342
$263K 0.07%
5,995
-215
343
$262K 0.07%
4,317
+190
344
$261K 0.07%
6,440
-90
345
$259K 0.07%
4,663
+6
346
$259K 0.07%
2,011
-96
347
$259K 0.07%
50,864
+7,241
348
$258K 0.06%
3,968
+26
349
$257K 0.06%
9,127
+275
350
$256K 0.06%
48,830
+10,041
12 13
14
15 16