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
426
$69K 0.02%
26,791
+3,203
427
$69K 0.02%
985
+193
428
$67K 0.02%
+15,505
429
$53K 0.02%
11,615
-524
430
$48K 0.01%
11,064
431
$44K 0.01%
1,040
+216
432
$43K 0.01%
17,123
-1,282
433
$41K 0.01%
7,938
-2,877
434
$31K 0.01%
14,192
+1,580
435
$21K 0.01%
12,908
-3,294
436
– –
-2,111
437
– –
-2,115
438
– –
-5,920
439
– –
-5,527
440
– –
-11,742
441
– –
-11,551
442
– –
-7,391
443
– –
-25,335
444
– –
-13,149
445
– –
-7,470
446
– –
-13,074
447
– –
-3,425
448
– –
-12,225
449
– –
-20,700
450
– –
-3,525
15 16 17
18
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