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
351
$265K 0.06%
3,174
+249
352
$264K 0.06%
34,915
-2,151
353
$264K 0.06%
18,330
+135
354
$262K 0.06%
16,356
+686
355
$262K 0.06%
5,820
+263
356
$261K 0.06%
17,583
+458
357
$261K 0.06%
18,409
+2,378
358
$261K 0.06%
5,293
+552
359
$259K 0.06%
51,700
+836
360
$258K 0.06%
7,128
-2,267
361
$258K 0.06%
5,957
+742
362
$256K 0.06%
4,992
+77
363
$255K 0.06%
5,587
+36
364
$255K 0.06%
3,057
+60
365
$254K 0.06%
5,339
-1,508
366
$254K 0.06%
4,759
+308
367
$254K 0.06%
8,233
-644
368
$252K 0.06%
5,697
+985
369
$250K 0.06%
5,976
+464
370
$249K 0.06%
4,930
+200
371
$248K 0.06%
101,846
+3,667
372
$246K 0.06%
10,243
-252
373
$245K 0.06%
4,132
+319
374
$244K 0.06%
1,030
+125
375
$244K 0.06%
23,596
+256
13 14
15
16 17