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
$398M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$393K
3
+$380K
4
EVR icon
Evercore
EVR
+$340K
5
STLA icon
Stellantis
STLA
+$312K

Top Sells

1
+$899K
2
+$583K
3
+$512K
4
BHP icon
BHP
BHP
+$480K
5
CSCO icon
Cisco
CSCO
+$410K

Sector Composition

1 Technology 19.41%
2 Financials 19.01%
3 Healthcare 14.57%
4 Consumer Staples 7.31%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.26%
23,198
+314
77
$1.04M 0.26%
12,434
-1,240
78
$1.03M 0.26%
14,304
-14
79
$1.03M 0.26%
19,500
80
$1.01M 0.25%
11,686
+212
81
$1M 0.25%
24,458
-2,176
82
$1M 0.25%
16,235
+37
83
$1M 0.25%
4,713
-481
84
$997K 0.25%
13,136
-24
85
$984K 0.25%
8,510
+509
86
$964K 0.24%
14,021
+711
87
$958K 0.24%
2,821
+35
88
$949K 0.24%
9,962
+99
89
$922K 0.23%
50,617
+1,301
90
$906K 0.23%
22,268
-8,923
91
$905K 0.23%
10,598
-1,313
92
$895K 0.23%
37,873
+1,865
93
$893K 0.22%
16,568
+2,674
94
$883K 0.22%
7,741
+1,449
95
$879K 0.22%
10,647
-1,779
96
$865K 0.22%
24,364
+476
97
$862K 0.22%
11,452
+155
98
$854K 0.21%
110,488
-14,642
99
$849K 0.21%
7,563
+212
100
$846K 0.21%
8,926
+100
2 3
4
5 6