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
$398M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$393K
3
+$380K
4
EVR icon
Evercore
EVR
+$340K
5
STLA icon
Stellantis
STLA
+$312K

Top Sells

1
+$899K
2
+$583K
3
+$512K
4
BHP icon
BHP
BHP
+$480K
5
CSCO icon
Cisco
CSCO
+$410K

Sector Composition

1 Technology 19.41%
2 Financials 19.01%
3 Healthcare 14.57%
4 Consumer Staples 7.31%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.39%
16,451
-413
52
$1.48M 0.37%
11,399
+905
53
$1.44M 0.36%
22,004
-224
54
$1.44M 0.36%
14,938
+155
55
$1.41M 0.36%
19,001
+363
56
$1.41M 0.35%
21,480
+380
57
$1.39M 0.35%
48,050
+2,442
58
$1.38M 0.35%
16,144
+762
59
$1.3M 0.33%
18,887
+1,567
60
$1.3M 0.33%
9,198
+445
61
$1.28M 0.32%
28,519
+941
62
$1.26M 0.32%
56,222
+1,066
63
$1.24M 0.31%
12,292
+479
64
$1.24M 0.31%
11,110
-107
65
$1.2M 0.3%
22,358
-248
66
$1.18M 0.3%
16,773
+605
67
$1.17M 0.29%
24,334
-834
68
$1.14M 0.29%
53,708
-410
69
$1.12M 0.28%
41,646
-801
70
$1.12M 0.28%
16,142
+425
71
$1.11M 0.28%
5,738
+288
72
$1.11M 0.28%
21,741
+1,147
73
$1.11M 0.28%
9,990
+347
74
$1.06M 0.27%
12,243
+1,503
75
$1.05M 0.26%
14,585
+430
1 2
3
4 5