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
451
$472K 0.04%
44,505
-647
452
$471K 0.04%
28,807
-3,749
453
$469K 0.04%
5,867
-1,188
454
$466K 0.04%
66,944
-1,854
455
$465K 0.04%
7,578
+1,289
456
$464K 0.04%
8,693
-42
457
$462K 0.04%
2,513
-46
458
$461K 0.04%
7,687
+53
459
$461K 0.04%
3,074
-33
460
$459K 0.04%
9,604
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461
$457K 0.03%
7,591
-158
462
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14,382
-1,423
463
$454K 0.03%
4,348
+527
464
$454K 0.03%
132,459
+2,880
465
$453K 0.03%
8,461
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466
$453K 0.03%
1,594
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467
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20,885
+322
468
$452K 0.03%
22,625
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469
$451K 0.03%
15,447
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470
$450K 0.03%
17,198
-687
471
$450K 0.03%
3,369
-410
472
$449K 0.03%
4,008
-312
473
$449K 0.03%
3,919
-3,254
474
$447K 0.03%
5,274
+72
475
$446K 0.03%
8,647
-384
17 18
19
20 21