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
101
$2.44M 0.19%
75,329
-12,558
102
$2.42M 0.18%
20,514
-3,124
103
$2.42M 0.18%
265,075
-30,082
104
$2.41M 0.18%
38,974
+1,396
105
$2.39M 0.18%
6,654
-608
106
$2.39M 0.18%
99,853
+9,000
107
$2.38M 0.18%
6,370
-2,612
108
$2.38M 0.18%
3,156
-460
109
$2.36M 0.18%
42,241
-4,669
110
$2.32M 0.18%
13,232
-1,265
111
$2.31M 0.18%
18,833
-323
112
$2.31M 0.18%
10,442
-1,545
113
$2.27M 0.17%
3,683
-183
114
$2.27M 0.17%
39,441
-1,630
115
$2.25M 0.17%
6,181
-18,254
116
$2.24M 0.17%
15,415
-2,895
117
$2.23M 0.17%
9,976
-125
118
$2.23M 0.17%
34,164
-3,886
119
$2.22M 0.17%
8,719
-2,081
120
$2.22M 0.17%
13,499
-153
121
$2.19M 0.17%
69,047
-6,850
122
$2.17M 0.17%
23,574
-75
123
$2.17M 0.17%
33,564
-22,098
124
$2.16M 0.16%
55,125
-172
125
$2.12M 0.16%
42,794
+254
3 4
5
6 7