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
26
$2.59M 0.65%
43,852
+1,608
27
$2.58M 0.65%
90,309
+7,299
28
$2.33M 0.59%
15,215
-1,770
29
$2.23M 0.56%
49,541
-2,221
30
$2.21M 0.56%
10,745
-210
31
$2.08M 0.52%
25,586
-96
32
$2.08M 0.52%
25,012
+674
33
$2.04M 0.51%
14,818
+252
34
$1.98M 0.5%
12,437
+1,518
35
$1.97M 0.49%
25,204
+2,494
36
$1.95M 0.49%
41,715
+3,001
37
$1.95M 0.49%
16,369
+866
38
$1.94M 0.49%
108,641
+2,079
39
$1.93M 0.48%
18,343
+1,189
40
$1.92M 0.48%
75,644
+5,708
41
$1.91M 0.48%
7,250
-136
42
$1.88M 0.47%
14,951
+1,223
43
$1.82M 0.46%
37,047
+198
44
$1.8M 0.45%
9,732
+210
45
$1.74M 0.44%
18,692
-433
46
$1.72M 0.43%
110,900
+12,040
47
$1.64M 0.41%
24,506
+52
48
$1.61M 0.4%
18,026
+636
49
$1.6M 0.4%
18,879
+1,014
50
$1.54M 0.39%
28,485
+4,906
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