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
51
$4.44M 0.34%
20,947
-16,039
52
$4.43M 0.34%
12,578
-1,525
53
$4.39M 0.33%
82,352
-6,975
54
$4.34M 0.33%
19,698
-847
55
$4.31M 0.33%
74,147
-18,002
56
$4.29M 0.33%
6,949
+8
57
$4.24M 0.32%
76,783
-2,217
58
$4.03M 0.31%
76,413
-4,297
59
$4M 0.3%
56,981
-1,811
60
$3.88M 0.3%
8,491
-254
61
$3.85M 0.29%
20,636
-594
62
$3.85M 0.29%
35,226
-11,675
63
$3.82M 0.29%
15,352
-1,871
64
$3.8M 0.29%
19,063
-1,154
65
$3.76M 0.29%
59,618
-3,929
66
$3.75M 0.29%
176,880
-6,855
67
$3.73M 0.28%
35,548
-7,172
68
$3.66M 0.28%
42,868
+1,523
69
$3.63M 0.28%
18,321
-1,461
70
$3.6M 0.27%
27,191
-3,323
71
$3.54M 0.27%
187,504
-83,328
72
$3.51M 0.27%
7,367
-172
73
$3.46M 0.26%
22,173
-1,636
74
$3.42M 0.26%
8,941
-376
75
$3.29M 0.25%
13,549
-6,833
1 2
3
4 5