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
401
$215K 0.05%
9,218
-2,784
402
$215K 0.05%
+3,813
403
$214K 0.05%
+2,572
404
$213K 0.05%
2,889
+453
405
$212K 0.05%
+2,570
406
$212K 0.05%
+3,973
407
$212K 0.05%
20,097
-1,076
408
$211K 0.05%
+5,619
409
$211K 0.05%
2,610
-247
410
$211K 0.05%
+1,292
411
$210K 0.05%
10,329
+326
412
$210K 0.05%
+1,577
413
$210K 0.05%
+2,490
414
$209K 0.05%
9,435
+804
415
$209K 0.05%
4,365
-1,098
416
$208K 0.05%
4,712
+11
417
$208K 0.05%
7,005
-116
418
$208K 0.05%
2,365
+100
419
$208K 0.05%
18,085
+169
420
$207K 0.05%
+905
421
$206K 0.05%
11,700
-2,079
422
$206K 0.05%
+3,778
423
$206K 0.05%
2,708
-11,820
424
$203K 0.05%
+494
425
$202K 0.05%
+1,936
15 16
17
18 19