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
576
$326K 0.02%
4,398
-108
577
$325K 0.02%
1,978
-81
578
$325K 0.02%
20,160
-1,074
579
$325K 0.02%
1,312
-2,067
580
$324K 0.02%
5,592
-572
581
$324K 0.02%
2,452
-194
582
$323K 0.02%
2,343
-46
583
$323K 0.02%
2,145
-116
584
$322K 0.02%
13,377
+4
585
$322K 0.02%
8,484
+36
586
$320K 0.02%
19,292
+333
587
$319K 0.02%
965
-1,500
588
$318K 0.02%
11,062
+317
589
$318K 0.02%
1,884
+29
590
$316K 0.02%
3,145
591
$316K 0.02%
22,734
-6,279
592
$312K 0.02%
30,244
+115
593
$312K 0.02%
25,354
-740
594
$310K 0.02%
2,576
-144
595
$309K 0.02%
20,447
-281
596
$309K 0.02%
2,805
-41
597
$309K 0.02%
20,000
598
$309K 0.02%
1,538
-78
599
$306K 0.02%
10,462
-406
600
$305K 0.02%
4,377
-285
22 23
24
25 26