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
651
$266K 0.02%
9,792
-8,772
652
$264K 0.02%
6,143
+215
653
$264K 0.02%
765
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654
$263K 0.02%
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$263K 0.02%
16,742
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656
$263K 0.02%
2,079
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$263K 0.02%
1,443
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658
$263K 0.02%
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659
$262K 0.02%
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660
$262K 0.02%
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661
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$261K 0.02%
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663
$261K 0.02%
818
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$261K 0.02%
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$260K 0.02%
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$260K 0.02%
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$257K 0.02%
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671
$257K 0.02%
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672
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+1,922
673
$256K 0.02%
3,568
674
$255K 0.02%
4,160
-204
675
$255K 0.02%
3,435
+26
25 26
27
28 29