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
476
$443K 0.03%
23,815
-182
477
$439K 0.03%
3,421
-773
478
$439K 0.03%
2,264
-61
479
$436K 0.03%
3,328
+175
480
$436K 0.03%
6,555
-15
481
$434K 0.03%
13,228
-576
482
$433K 0.03%
9,363
+2,661
483
$433K 0.03%
2,700
484
$431K 0.03%
13,601
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485
$430K 0.03%
3,880
+2,400
486
$429K 0.03%
2,220
-624
487
$429K 0.03%
8,400
-2,000
488
$429K 0.03%
4,577
-67
489
$427K 0.03%
6,158
-3,531
490
$426K 0.03%
3,106
-288
491
$426K 0.03%
19,862
+270
492
$424K 0.03%
32,156
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493
$423K 0.03%
1,582
-42
494
$422K 0.03%
35,228
-3,174
495
$422K 0.03%
1,928
+258
496
$420K 0.03%
9,308
-186
497
$420K 0.03%
21,581
-1,510
498
$420K 0.03%
106,134
-3,307
499
$417K 0.03%
6,500
-267
500
$416K 0.03%
+10,433
18 19
20
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