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
676
$254K 0.02%
6,503
677
$252K 0.02%
+3,641
678
$251K 0.02%
10,335
+25
679
$249K 0.02%
8,830
-585
680
$249K 0.02%
1,794
-202
681
$248K 0.02%
1,623
-15
682
$248K 0.02%
20,299
-105
683
$246K 0.02%
+4,277
684
$245K 0.02%
939
-22
685
$244K 0.02%
17,516
-3,249
686
$243K 0.02%
+4,071
687
$242K 0.02%
10,689
-1,879
688
$241K 0.02%
46,247
+1,482
689
$241K 0.02%
1,156
-204
690
$241K 0.02%
+2,734
691
$241K 0.02%
583
692
$239K 0.02%
1,769
-1,015
693
$238K 0.02%
41,080
-156
694
$238K 0.02%
+1,345
695
$237K 0.02%
859
+146
696
$237K 0.02%
3,905
-144
697
$235K 0.02%
3,000
698
$234K 0.02%
5,374
+94
699
$234K 0.02%
+8,398
700
$233K 0.02%
3,200
-1,485
26 27
28
29 30