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
626
$280K 0.02%
912
-463
627
$279K 0.02%
7,880
-1,005
628
$278K 0.02%
4,687
-2,070
629
$278K 0.02%
4,569
-1,162
630
$277K 0.02%
1,955
-125
631
$277K 0.02%
13,236
-1,523
632
$277K 0.02%
6,323
-24
633
$277K 0.02%
12,204
+1,270
634
$276K 0.02%
12,529
-17,055
635
$275K 0.02%
5,484
636
$273K 0.02%
548
-4
637
$273K 0.02%
5,587
-337
638
$272K 0.02%
5,397
+564
639
$271K 0.02%
8,815
-448
640
$270K 0.02%
3,322
-5,425
641
$270K 0.02%
7,343
-2,703
642
$270K 0.02%
8,538
-135
643
$269K 0.02%
1,469
-593
644
$269K 0.02%
4,596
-222
645
$269K 0.02%
7,286
-668
646
$268K 0.02%
+6,359
647
$268K 0.02%
5,569
-1,009
648
$268K 0.02%
15,807
+68
649
$267K 0.02%
1,846
-1,124
650
$267K 0.02%
6,373
+115
24 25
26
27 28