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
$398M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$393K
3
+$380K
4
EVR icon
Evercore
EVR
+$340K
5
STLA icon
Stellantis
STLA
+$312K

Top Sells

1
+$899K
2
+$583K
3
+$512K
4
BHP icon
BHP
BHP
+$480K
5
CSCO icon
Cisco
CSCO
+$410K

Sector Composition

1 Technology 19.41%
2 Financials 19.01%
3 Healthcare 14.57%
4 Consumer Staples 7.31%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$234K 0.06%
3,491
-11
377
$233K 0.06%
+18,195
378
$231K 0.06%
+32,903
379
$231K 0.06%
5,042
-215
380
$230K 0.06%
9,829
+853
381
$229K 0.06%
5,512
-249
382
$228K 0.06%
8,877
-896
383
$226K 0.06%
3,377
384
$226K 0.06%
5,215
+199
385
$224K 0.06%
+1,317
386
$224K 0.06%
2,348
+23
387
$223K 0.06%
16,031
+203
388
$222K 0.06%
98,179
-548
389
$222K 0.06%
+2,916
390
$221K 0.06%
4,086
391
$220K 0.06%
+4,231
392
$220K 0.06%
+5,481
393
$220K 0.06%
+6,128
394
$219K 0.06%
2,783
+97
395
$219K 0.06%
4,741
-407
396
$218K 0.05%
+3,804
397
$217K 0.05%
15,950
+134
398
$216K 0.05%
3,416
-80
399
$215K 0.05%
+4,451
400
$215K 0.05%
+3,284
14 15
16
17 18