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
26
$2.57M 0.63%
24,491
-1,776
27
$2.45M 0.6%
89,349
-960
28
$2.37M 0.58%
54,893
+5,352
29
$2.35M 0.57%
15,293
+78
30
$2.31M 0.56%
47,515
+5,800
31
$2.23M 0.54%
27,074
+1,870
32
$2.18M 0.53%
10,551
-194
33
$2.16M 0.53%
19,014
+671
34
$2.16M 0.53%
24,436
-576
35
$2.1M 0.51%
15,042
+91
36
$2.09M 0.51%
15,162
+344
37
$2M 0.49%
7,196
-54
38
$1.99M 0.49%
80,765
+5,121
39
$1.95M 0.48%
104,980
-5,920
40
$1.91M 0.47%
11,955
-482
41
$1.9M 0.46%
37,985
+938
42
$1.89M 0.46%
25,050
-536
43
$1.83M 0.45%
16,923
+554
44
$1.81M 0.44%
18,589
+2,138
45
$1.81M 0.44%
12,066
+667
46
$1.74M 0.42%
18,614
+588
47
$1.69M 0.41%
109,676
+1,035
48
$1.68M 0.41%
19,395
+516
49
$1.68M 0.41%
9,679
-53
50
$1.63M 0.4%
15,802
+864
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2
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