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
376
$243K 0.06%
14,263
-1,089
377
$242K 0.06%
537
+43
378
$242K 0.06%
2,505
+15
379
$239K 0.06%
4,368
+51
380
$238K 0.06%
18,179
+351
381
$238K 0.06%
+39,970
382
$237K 0.06%
3,566
+75
383
$236K 0.06%
3,211
-115
384
$236K 0.06%
+9,036
385
$235K 0.06%
6,794
+330
386
$233K 0.06%
+2,656
387
$233K 0.06%
4,390
+417
388
$233K 0.06%
93,387
+768
389
$232K 0.06%
2,811
+28
390
$232K 0.06%
1,577
391
$231K 0.06%
+5,459
392
$231K 0.06%
1,328
+36
393
$231K 0.06%
4,124
+320
394
$231K 0.06%
+7,048
395
$230K 0.06%
+22,724
396
$229K 0.06%
2,708
397
$228K 0.06%
+4,199
398
$227K 0.06%
1,783
-1,238
399
$227K 0.06%
2,956
+40
400
$226K 0.06%
4,241
+10
14 15
16
17 18