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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.39%
56,790
-10,000
52
$1.34M 0.38%
35,042
+874
53
$1.33M 0.38%
16,184
-260
54
$1.32M 0.38%
15,774
+1,306
55
$1.31M 0.37%
21,407
+863
56
$1.3M 0.37%
18,413
-1,075
57
$1.29M 0.37%
11,346
+97
58
$1.29M 0.37%
32,355
+377
59
$1.27M 0.36%
22,096
+173
60
$1.26M 0.36%
17,922
-559
61
$1.23M 0.35%
16,269
+131
62
$1.21M 0.35%
41,725
+167
63
$1.19M 0.34%
21,440
+708
64
$1.17M 0.33%
44,838
-5,070
65
$1.14M 0.33%
22,350
66
$1.13M 0.32%
17,325
+574
67
$1.12M 0.32%
8,087
+154
68
$1.1M 0.31%
10,489
+252
69
$1.1M 0.31%
27,130
+1,341
70
$1.08M 0.31%
15,222
+23
71
$1.06M 0.3%
14,751
+27
72
$1.05M 0.3%
17,087
-832
73
$1.05M 0.3%
23,907
-2,304
74
$1.04M 0.3%
26,530
-206
75
$1.04M 0.3%
14,548
-3,521
1 2
3
4 5