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
401
$226K 0.06%
18,085
402
$225K 0.05%
2,406
+41
403
$225K 0.05%
23,792
+3,695
404
$224K 0.05%
4,086
405
$223K 0.05%
4,944
+72
406
$222K 0.05%
36,928
+20,010
407
$221K 0.05%
+8,434
408
$221K 0.05%
+4,059
409
$220K 0.05%
1,990
+54
410
$220K 0.05%
+4,888
411
$219K 0.05%
47,883
-3,325
412
$219K 0.05%
28,462
+2,765
413
$217K 0.05%
6,978
-1,066
414
$217K 0.05%
+2,607
415
$217K 0.05%
2,572
416
$215K 0.05%
3,377
417
$215K 0.05%
5,459
-22
418
$215K 0.05%
3,445
+161
419
$215K 0.05%
6,494
+366
420
$214K 0.05%
+4,122
421
$213K 0.05%
2,107
-165
422
$211K 0.05%
17,001
+1,051
423
$209K 0.05%
+14,152
424
$209K 0.05%
3,085
+196
425
$209K 0.05%
+4,517
15 16
17
18 19