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
401
$203K 0.06%
+3,000
402
$201K 0.06%
+2,421
403
$195K 0.06%
10,342
+195
404
$195K 0.06%
22,367
+4,026
405
$188K 0.05%
92,212
+212
406
$176K 0.05%
11,688
+1,472
407
$169K 0.05%
6,605
+897
408
$169K 0.05%
13,946
-4,260
409
$165K 0.05%
+22,454
410
$163K 0.05%
31,972
+1,529
411
$162K 0.05%
13,135
+291
412
$160K 0.05%
4,987
-68
413
$152K 0.04%
10,490
+12
414
$146K 0.04%
+29,653
415
$145K 0.04%
11,864
+63
416
$126K 0.04%
31,698
-924
417
$123K 0.04%
12,149
-400
418
$104K 0.03%
16,623
+1,650
419
$104K 0.03%
+10,483
420
$98K 0.03%
12,206
+367
421
$95K 0.03%
10,034
-122
422
$92K 0.03%
20,767
+771
423
$81K 0.02%
25,887
-14,215
424
$80K 0.02%
10,606
-6,264
425
$73K 0.02%
1,438
-108
15 16
17
18 19