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
$411M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$652K
3
+$499K
4
MDT icon
Medtronic
MDT
+$413K
5
E icon
ENI
E
+$390K

Top Sells

1
+$5.87M
2
+$1M
3
+$701K
4
CSCO icon
Cisco
CSCO
+$623K
5
OUBS
USB AG (NEW)
OUBS
+$585K

Sector Composition

1 Financials 18.54%
2 Technology 18.3%
3 Healthcare 15.4%
4 Consumer Staples 7.1%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.39%
24,446
+2,442
52
$1.55M 0.38%
30,198
+1,713
53
$1.55M 0.38%
19,875
+5,290
54
$1.52M 0.37%
12,876
+584
55
$1.48M 0.36%
55,486
+1,778
56
$1.47M 0.36%
18,863
+171
57
$1.43M 0.35%
50,664
+2,614
58
$1.41M 0.34%
3,329
+508
59
$1.38M 0.33%
9,076
-122
60
$1.36M 0.33%
58,135
+1,913
61
$1.36M 0.33%
23,808
+1,450
62
$1.35M 0.33%
16,242
+98
63
$1.33M 0.32%
44,541
+2,895
64
$1.32M 0.32%
19,036
+35
65
$1.31M 0.32%
11,338
+228
66
$1.29M 0.31%
22,011
+531
67
$1.29M 0.31%
6,841
+1,103
68
$1.27M 0.31%
29,198
+679
69
$1.27M 0.31%
25,306
+972
70
$1.22M 0.3%
25,660
+1,202
71
$1.21M 0.3%
22,700
+3,200
72
$1.16M 0.28%
18,646
-241
73
$1.16M 0.28%
17,068
+295
74
$1.16M 0.28%
16,665
+523
75
$1.15M 0.28%
15,582
+1,278
1 2
3
4 5