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
351
$240K 0.07%
17,414
+1,715
352
$238K 0.07%
100,763
-1,861
353
$238K 0.07%
46
-7
354
$236K 0.07%
3,823
-1,037
355
$235K 0.07%
10,147
-3,012
356
$233K 0.07%
+8,639
357
$232K 0.07%
4,422
-16
358
$231K 0.07%
11,026
+53
359
$231K 0.07%
+4,998
360
$230K 0.07%
3,391
-3,486
361
$230K 0.07%
+7,087
362
$230K 0.07%
37,027
+1,497
363
$230K 0.07%
6,986
+373
364
$229K 0.07%
+532
365
$228K 0.07%
4,673
+101
366
$225K 0.06%
+33,341
367
$225K 0.06%
5,524
+312
368
$225K 0.06%
5,466
-133
369
$224K 0.06%
+2,844
370
$224K 0.06%
+26,032
371
$223K 0.06%
+4,511
372
$223K 0.06%
+2,713
373
$221K 0.06%
5,001
-247
374
$221K 0.06%
4,235
-324
375
$220K 0.06%
9,730
13 14
15
16 17