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
701
$230K 0.02%
1,894
-38
702
$229K 0.02%
190,071
-15,086
703
$229K 0.02%
2,011
-1,223
704
$228K 0.02%
+2,549
705
$228K 0.02%
+852
706
$226K 0.02%
+4,427
707
$225K 0.02%
6,595
-7,305
708
$224K 0.02%
+2,298
709
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5,263
-6,259
710
$222K 0.02%
12,172
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711
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13,156
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712
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3,615
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1,200
-192
715
$220K 0.02%
4,766
-73
716
$218K 0.02%
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717
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1,236
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$217K 0.02%
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719
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720
$214K 0.02%
6,679
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721
$212K 0.02%
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722
$212K 0.02%
91,366
+4,613
723
$212K 0.02%
+4,200
724
$211K 0.02%
2,200
-324
725
$211K 0.02%
3,004
+53
27 28
29
30 31