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
726
$211K 0.02%
1,514
-1,938
727
$211K 0.02%
3,481
-896
728
$211K 0.02%
1,194
-178
729
$210K 0.02%
2,584
-27
730
$209K 0.02%
701
-106
731
$208K 0.02%
+3,029
732
$207K 0.02%
7,263
-3
733
$207K 0.02%
+1,065
734
$207K 0.02%
4,556
-941
735
$206K 0.02%
+6,476
736
$204K 0.02%
1,129
-175
737
$203K 0.02%
1,776
-5,730
738
$203K 0.02%
9,549
-5,088
739
$203K 0.02%
+650
740
$201K 0.02%
+2,836
741
$201K 0.02%
+3,968
742
$200K 0.02%
+1,386
743
$199K 0.02%
23,653
-997
744
$190K 0.01%
28,126
-801
745
$186K 0.01%
30,997
-782
746
$186K 0.01%
49,995
-8,737
747
$185K 0.01%
+11,289
748
$184K 0.01%
11,056
-4,021
749
$181K 0.01%
26,957
+129
750
$178K 0.01%
+13,809
28 29
30
31 32