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
751
$171K 0.01%
58,821
-1,814
752
$171K 0.01%
16,358
-160
753
$170K 0.01%
14,301
-868
754
$165K 0.01%
32,848
-13,085
755
$151K 0.01%
11,090
-3,211
756
$151K 0.01%
10,396
-228
757
$150K 0.01%
54,817
-906
758
$148K 0.01%
23,793
+1,898
759
$146K 0.01%
14,792
+278
760
$145K 0.01%
18,489
-2,247
761
$140K 0.01%
238
-7
762
$138K 0.01%
16,928
-2,011
763
$129K 0.01%
+15,215
764
$117K 0.01%
15,200
-4,909
765
$117K 0.01%
+20,145
766
$116K 0.01%
12,478
-4,171
767
$115K 0.01%
10,198
-8,888
768
$115K 0.01%
11,009
-170
769
$114K 0.01%
+2,057
770
$114K 0.01%
24,249
+1,423
771
$109K 0.01%
23,376
+2,647
772
$99K 0.01%
14,938
+2,073
773
$97K 0.01%
3,726
+147
774
$92K 0.01%
23,998
-759
775
$91K 0.01%
12,381
-1,680
29 30
31
32 33