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
101
$846K 0.21%
12,262
+1,175
102
$846K 0.21%
8,962
103
$839K 0.21%
7,015
+767
104
$838K 0.21%
21,834
+793
105
$826K 0.21%
14,338
-1,097
106
$818K 0.21%
23,860
-1,154
107
$817K 0.21%
4,483
+96
108
$814K 0.2%
26,964
-1,114
109
$797K 0.2%
17,795
-1,764
110
$793K 0.2%
14,163
+236
111
$771K 0.19%
21,906
+2,272
112
$769K 0.19%
138,961
+8,984
113
$767K 0.19%
25,769
+1,867
114
$765K 0.19%
11,060
+600
115
$763K 0.19%
8,289
-101
116
$763K 0.19%
5,891
+146
117
$753K 0.19%
64,156
+2,200
118
$751K 0.19%
16,470
-4,467
119
$728K 0.18%
7,904
+555
120
$710K 0.18%
13,298
-1,006
121
$708K 0.18%
8,798
+158
122
$708K 0.18%
7,769
+360
123
$706K 0.18%
4,669
-7
124
$701K 0.18%
6,850
+2,060
125
$693K 0.17%
19,071
+1,111
3 4
5
6 7