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
26
$2.4M 0.69%
91,569
+963
27
$2.29M 0.65%
43,061
-85
28
$2.27M 0.65%
17,102
-24,444
29
$2.19M 0.63%
25,176
+60
30
$2.07M 0.59%
54,092
+5,816
31
$2.06M 0.59%
11,178
-1,129
32
$2.05M 0.58%
77,036
-2,744
33
$2.02M 0.58%
+35,528
34
$2M 0.57%
100,260
-1,480
35
$1.89M 0.54%
16,067
+122
36
$1.85M 0.53%
7,571
-322
37
$1.81M 0.52%
18,647
-855
38
$1.8M 0.51%
19,801
+231
39
$1.76M 0.5%
113,058
-4,800
40
$1.7M 0.48%
23,572
-674
41
$1.62M 0.46%
40,509
+1,134
42
$1.61M 0.46%
13,234
-8
43
$1.56M 0.44%
11,400
+110
44
$1.48M 0.42%
19,896
-211
45
$1.44M 0.41%
17,522
-443
46
$1.42M 0.4%
19,893
+2,048
47
$1.41M 0.4%
29,705
-1,317
48
$1.39M 0.4%
15,389
-818
49
$1.37M 0.39%
27,803
-359
50
$1.36M 0.39%
26,123
+175
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