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
501
$416K 0.03%
11,280
-20
502
$415K 0.03%
2,801
-40
503
$415K 0.03%
2,317
-1,247
504
$414K 0.03%
10,622
-1,667
505
$413K 0.03%
4,274
506
$413K 0.03%
10,795
+575
507
$405K 0.03%
4,867
+6
508
$405K 0.03%
15,443
+456
509
$403K 0.03%
5,485
+16
510
$403K 0.03%
7,320
-1,470
511
$402K 0.03%
6,415
512
$401K 0.03%
39,090
-3,090
513
$398K 0.03%
3,500
-1,118
514
$396K 0.03%
18,395
+574
515
$392K 0.03%
3,463
-107
516
$388K 0.03%
8,571
+102
517
$388K 0.03%
5,047
-185
518
$388K 0.03%
1,752
-253
519
$387K 0.03%
3,945
-375
520
$384K 0.03%
5,323
-368
521
$382K 0.03%
4,099
+49
522
$382K 0.03%
7,190
-120
523
$382K 0.03%
16,161
+242
524
$381K 0.03%
10,146
-3,043
525
$378K 0.03%
1,127
-79
19 20
21
22 23