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
101
$870K 0.21%
18,000
+205
102
$863K 0.21%
24,656
+796
103
$860K 0.21%
16,572
+4
104
$850K 0.21%
8,784
+495
105
$848K 0.21%
27,836
+872
106
$842K 0.21%
10,691
+44
107
$840K 0.2%
9,010
+1,241
108
$831K 0.2%
7,518
-223
109
$815K 0.2%
64,920
+764
110
$805K 0.2%
14,698
+535
111
$801K 0.2%
10,191
+1,006
112
$790K 0.19%
111,691
+1,203
113
$785K 0.19%
3,472
+222
114
$780K 0.19%
5,566
+1,151
115
$780K 0.19%
23,047
+1,213
116
$778K 0.19%
11,396
-56
117
$771K 0.19%
6,849
-166
118
$763K 0.19%
8,325
+421
119
$733K 0.18%
20,292
+1,221
120
$731K 0.18%
18,587
+8,814
121
$723K 0.18%
4,686
+216
122
$723K 0.18%
7,152
+681
123
$721K 0.18%
5,969
+78
124
$720K 0.18%
33,760
125
$717K 0.17%
17,179
+1,243
3 4
5
6 7