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
426
$201K 0.05%
+25,697
427
$197K 0.05%
92,619
-400
428
$196K 0.05%
50
+1
429
$189K 0.05%
532
430
$189K 0.05%
14,557
-506
431
$188K 0.05%
+13,785
432
$155K 0.04%
4,243
+72
433
$153K 0.04%
11,109
+53
434
$147K 0.04%
14,481
+4,302
435
$143K 0.04%
2,105
+487
436
$136K 0.03%
+16,620
437
$134K 0.03%
5,298
-790
438
$124K 0.03%
16,918
-3,903
439
$123K 0.03%
27,246
+12,741
440
$120K 0.03%
1,195
+125
441
$107K 0.03%
11,829
-2,372
442
$95K 0.02%
12,722
+572
443
$94K 0.02%
26,343
+3,419
444
$78K 0.02%
+10,909
445
$77K 0.02%
12,308
-3,718
446
$75K 0.02%
10,606
447
$64K 0.02%
+22,762
448
$55K 0.01%
11,501
+1,130
449
$43K 0.01%
+13,329
450
$41K 0.01%
19,168
-130
15 16 17
18
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