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
376
$220K 0.06%
16,363
-2,417
377
$218K 0.06%
+456
378
$218K 0.06%
+3,638
379
$218K 0.06%
+2,732
380
$217K 0.06%
+41,230
381
$217K 0.06%
+4,066
382
$217K 0.06%
+7,171
383
$216K 0.06%
4,157
-416
384
$216K 0.06%
+3,685
385
$215K 0.06%
3,304
-60
386
$214K 0.06%
+4,577
387
$214K 0.06%
2,721
-545
388
$213K 0.06%
2,136
389
$212K 0.06%
+3,775
390
$210K 0.06%
15,925
-285
391
$209K 0.06%
2,140
-491
392
$207K 0.06%
+4,350
393
$207K 0.06%
+3,350
394
$207K 0.06%
+4,139
395
$206K 0.06%
+2,217
396
$205K 0.06%
+6,495
397
$205K 0.06%
+1,869
398
$204K 0.06%
2,805
-2,860
399
$203K 0.06%
+9,609
400
$203K 0.06%
20,551
-862
14 15
16
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