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
$411M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$652K
3
+$499K
4
MDT icon
Medtronic
MDT
+$413K
5
E icon
ENI
E
+$390K

Top Sells

1
+$5.87M
2
+$1M
3
+$701K
4
CSCO icon
Cisco
CSCO
+$623K
5
OUBS
USB AG (NEW)
OUBS
+$585K

Sector Composition

1 Financials 18.54%
2 Technology 18.3%
3 Healthcare 15.4%
4 Consumer Staples 7.1%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.28%
13,352
+918
77
$1.13M 0.28%
13,784
+648
78
$1.12M 0.27%
12,961
+1,275
79
$1.11M 0.27%
14,947
+926
80
$1.09M 0.27%
23,640
+442
81
$1.06M 0.26%
17,800
-6,706
82
$1.05M 0.26%
10,580
+618
83
$1.05M 0.26%
21,190
-551
84
$1.03M 0.25%
12,060
-183
85
$980K 0.24%
24,668
+304
86
$979K 0.24%
40,333
+2,460
87
$976K 0.24%
17,109
+2,771
88
$968K 0.24%
7,938
+375
89
$962K 0.23%
9,919
-71
90
$952K 0.23%
19,263
+2,793
91
$947K 0.23%
29,201
+9,058
92
$942K 0.23%
16,635
+400
93
$938K 0.23%
16,254
+2,956
94
$917K 0.22%
12,616
+354
95
$911K 0.22%
4,656
+173
96
$904K 0.22%
145,456
+6,495
97
$897K 0.22%
10,630
+32
98
$886K 0.22%
8,270
-240
99
$881K 0.21%
9,074
+148
100
$878K 0.21%
23,381
+1,113
2 3
4
5 6