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
26
$8.27M 0.63%
22,236
-744
27
$8.09M 0.62%
109,970
-10,048
28
$7.83M 0.6%
586,920
-6,200
29
$7.48M 0.57%
30,810
-2,120
30
$7.42M 0.57%
15,606
-1,424
31
$7.07M 0.54%
19,841
-2,232
32
$6.98M 0.53%
51,565
-2,063
33
$6.28M 0.48%
162,287
-4,067
34
$6.26M 0.48%
27,595
-2,913
35
$5.85M 0.45%
91,393
-3,338
36
$5.8M 0.44%
112,131
-10,130
37
$5.71M 0.43%
105,467
-4,140
38
$5.49M 0.42%
38,807
-4,960
39
$5.41M 0.41%
20,000
-86,504
40
$5.39M 0.41%
49,822
-2,457
41
$5.3M 0.4%
44,249
-79
42
$5.29M 0.4%
39,771
-2,930
43
$5.21M 0.4%
23,225
+325
44
$5.03M 0.38%
111,174
-10,467
45
$4.99M 0.38%
18,074
-7,957
46
$4.88M 0.37%
64,386
-21,287
47
$4.72M 0.36%
31,441
-15,761
48
$4.71M 0.36%
90,290
-8,710
49
$4.57M 0.35%
24,196
-2,459
50
$4.55M 0.35%
125,480
-13,361
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