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
401
$570K 0.04%
11,246
-3,840
402
$565K 0.04%
9,248
-1,151
403
$563K 0.04%
8,809
-1,613
404
$561K 0.04%
8,917
-496
405
$555K 0.04%
142,891
-3,826
406
$554K 0.04%
1,023
-256
407
$549K 0.04%
15,708
408
$546K 0.04%
12,239
-67
409
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3,277
+23
410
$543K 0.04%
6,040
-4,564
411
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12,632
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412
$537K 0.04%
7,656
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413
$536K 0.04%
8,031
+120
414
$535K 0.04%
14,117
-1,565
415
$533K 0.04%
1,272
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416
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18,650
-2,600
417
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2,916
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418
$529K 0.04%
33,614
-4,999
419
$528K 0.04%
11,714
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420
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1,328
-115
421
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9,901
-1,175
422
$526K 0.04%
2,635
-160
423
$525K 0.04%
5,293
+18
424
$524K 0.04%
6,744
-578
425
$524K 0.04%
4,989
-580
15 16
17
18 19