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
526
$377K 0.03%
2,066
-120
527
$376K 0.03%
5,181
+323
528
$373K 0.03%
4,372
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529
$373K 0.03%
5,129
+59
530
$371K 0.03%
2,423
-160
531
$371K 0.03%
3,472
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532
$370K 0.03%
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533
$369K 0.03%
16,287
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534
$366K 0.03%
5,491
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535
$361K 0.03%
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536
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37,674
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537
$358K 0.03%
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538
$358K 0.03%
5,618
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539
$358K 0.03%
1,799
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540
$358K 0.03%
6,030
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541
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542
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1,563
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$355K 0.03%
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544
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1,652
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$354K 0.03%
33,119
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546
$353K 0.03%
49,460
-1,487
547
$352K 0.03%
5,507
-497
548
$352K 0.03%
2,641
+187
549
$351K 0.03%
4,000
-2,076
550
$349K 0.03%
11,161
-658
20 21
22
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