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
76
$3.25M 0.25%
13,095
-6,632
77
$3.25M 0.25%
17,061
-1,240
78
$3.22M 0.25%
17,105
-520
79
$3.2M 0.24%
23,965
+163
80
$3.19M 0.24%
42,132
+508
81
$3.15M 0.24%
56,507
-2,863
82
$3.14M 0.24%
13,251
-11,056
83
$3.05M 0.23%
9,315
-110
84
$2.96M 0.23%
13,653
-1,832
85
$2.9M 0.22%
86,070
+1,518
86
$2.88M 0.22%
19,214
-1,488
87
$2.86M 0.22%
44,393
-10,039
88
$2.83M 0.22%
8,033
-1,550
89
$2.82M 0.21%
12,163
-772
90
$2.8M 0.21%
26,383
-88
91
$2.77M 0.21%
147,783
+587
92
$2.7M 0.21%
19,070
-587
93
$2.69M 0.2%
4,569
+1
94
$2.68M 0.2%
36,816
-1,888
95
$2.63M 0.2%
52,839
-1,643
96
$2.59M 0.2%
16,066
-4,805
97
$2.57M 0.2%
10,753
-2,375
98
$2.52M 0.19%
54,430
-17,130
99
$2.52M 0.19%
35,013
-2,430
100
$2.48M 0.19%
31,962
+434
2 3
4
5 6