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
326
$289K 0.07%
1,663
+346
327
$288K 0.07%
7,626
+766
328
$286K 0.07%
2,301
+79
329
$285K 0.07%
3,555
+100
330
$283K 0.07%
16,259
-247
331
$281K 0.07%
2,843
332
$280K 0.07%
+18,385
333
$280K 0.07%
15,932
+4,232
334
$280K 0.07%
5,107
+65
335
$279K 0.07%
51,015
-30
336
$278K 0.07%
4,639
+174
337
$278K 0.07%
4,258
+290
338
$277K 0.07%
6,988
+630
339
$276K 0.07%
7,052
+111
340
$275K 0.07%
8,933
341
$274K 0.07%
14,461
+5,243
342
$274K 0.07%
8,330
+499
343
$272K 0.07%
4,839
+522
344
$272K 0.07%
3,006
-281
345
$270K 0.07%
9,486
+359
346
$269K 0.07%
3,954
+229
347
$269K 0.07%
6,440
348
$268K 0.07%
7,065
+60
349
$268K 0.07%
5,485
+45
350
$268K 0.07%
6,351
+286
12 13
14
15 16