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
351
$682K 0.05%
7,880
-1,286
352
$681K 0.05%
13,049
+497
353
$680K 0.05%
4,862
-6
354
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22,465
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355
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5,460
-141
356
$673K 0.05%
6,467
+26
357
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37,820
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358
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11,351
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359
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360
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8,622
-1,632
361
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362
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2,074
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364
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33,976
-2,375
365
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367
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368
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4,522
-176
369
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370
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157,810
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371
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5,440
-831
372
$630K 0.05%
5,491
-2,182
373
$630K 0.05%
9,140
-240
374
$627K 0.05%
10,075
-188
375
$627K 0.05%
5,508
-9
13 14
15
16 17