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
451
$39K 0.01%
18,963
-19,807
452
$39K 0.01%
+1,246
453
$38K 0.01%
+1,090
454
$30K 0.01%
+14,523
455
– –
-12,327
456
– –
-2,815
457
– –
-4,657
458
– –
-5,035
459
– –
-15,049
460
– –
-12,635
461
– –
-2,792
462
– –
-6,244
463
– –
-38,360
464
– –
-9,390
465
– –
-4,734
466
– –
-5,850
467
– –
-7,628
468
– –
-6,753
469
– –
-13,999
470
– –
-10,188
471
– –
-3,476
472
– –
-10,268
473
– –
-1,525
474
– –
-799
475
– –
-11,357
15 16 17 18
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