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
426
$209K 0.05%
+8,308
427
$208K 0.05%
+3,020
428
$208K 0.05%
+2,181
429
$208K 0.05%
+2,684
430
$208K 0.05%
2,614
+4
431
$206K 0.05%
+10,647
432
$205K 0.05%
2,029
-601
433
$205K 0.05%
+4,539
434
$205K 0.05%
+2,950
435
$205K 0.05%
3,276
-140
436
$204K 0.05%
10,837
+508
437
$204K 0.05%
17,655
-3,825
438
$202K 0.05%
+2,759
439
$197K 0.05%
2,419
+314
440
$187K 0.05%
13,566
-219
441
$174K 0.04%
30,285
+17,977
442
$171K 0.04%
24,109
-8,794
443
$169K 0.04%
38,793
-10,037
444
$163K 0.04%
4,797
+554
445
$163K 0.04%
+10,051
446
$151K 0.04%
53
+3
447
$149K 0.04%
13,720
-837
448
$147K 0.04%
26,077
+9,457
449
$141K 0.03%
532
450
$133K 0.03%
6,175
+877
16 17
18
19 20