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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.3%
14,791
+95
77
$1.02M 0.29%
8,543
+87
78
$1.01M 0.29%
5,700
+65
79
$1M 0.29%
19,042
+420
80
$1M 0.29%
54,120
+1,480
81
$990K 0.28%
11,331
+950
82
$988K 0.28%
11,698
+1,096
83
$983K 0.28%
11,770
+470
84
$953K 0.27%
9,513
-17
85
$942K 0.27%
14,114
+86
86
$920K 0.26%
6,951
+170
87
$920K 0.26%
10,103
+1,254
88
$909K 0.26%
15,834
-357
89
$901K 0.26%
51,683
+1,565
90
$895K 0.26%
14,158
-58
91
$889K 0.25%
17,123
-6,898
92
$888K 0.25%
107,823
+10,414
93
$887K 0.25%
22,646
-268
94
$883K 0.25%
13,210
+510
95
$881K 0.25%
16,432
-594
96
$869K 0.25%
7,453
+338
97
$848K 0.24%
126,949
-2,087
98
$845K 0.24%
14,729
+4
99
$825K 0.24%
19,935
+337
100
$819K 0.23%
9,402
-42
2 3
4
5 6