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
376
$626K 0.05%
13,309
-477
377
$624K 0.05%
16,653
+243
378
$623K 0.05%
4,144
-327
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12,706
-16
380
$622K 0.05%
7,679
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381
$619K 0.05%
14,277
-360
382
$615K 0.05%
10,800
-562
383
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2,866
-852
384
$609K 0.05%
1,848
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385
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3,308
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386
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13,162
-1,978
387
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16,397
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388
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6,796
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389
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2,953
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390
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9,834
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25,055
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393
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28,914
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9,360
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395
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110,341
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396
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24,287
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397
$585K 0.04%
3,830
+16
398
$582K 0.04%
4,933
+173
399
$578K 0.04%
132,408
-253
400
$571K 0.04%
46,578
-15
14 15
16
17 18