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
326
$757K 0.06%
13,789
-2,578
327
$755K 0.06%
3,466
-124
328
$755K 0.06%
20,994
+1,715
329
$755K 0.06%
41,376
-244
330
$754K 0.06%
2,213
-89
331
$753K 0.06%
237,606
+1,366
332
$753K 0.06%
11,782
-7
333
$751K 0.06%
22,215
+45
334
$746K 0.06%
5,445
+94
335
$739K 0.06%
9,055
-36
336
$732K 0.06%
22,174
-12,662
337
$732K 0.06%
9,368
-672
338
$731K 0.06%
+6,084
339
$731K 0.06%
5,323
-207
340
$727K 0.06%
17,540
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341
$714K 0.05%
9,961
-91
342
$708K 0.05%
7,938
-86
343
$706K 0.05%
15,496
-328
344
$704K 0.05%
7,896
-1,087
345
$704K 0.05%
6,502
-124
346
$703K 0.05%
5,009
-239
347
$698K 0.05%
6,643
+39
348
$693K 0.05%
23,201
+424
349
$689K 0.05%
4,850
-40
350
$684K 0.05%
34,533
-1,218
12 13
14
15 16