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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$703K 0.2%
7,768
-40
127
$695K 0.2%
7,977
+135
128
$691K 0.2%
12,653
+1,368
129
$688K 0.2%
6,607
-64
130
$682K 0.19%
53,689
+352
131
$679K 0.19%
8,708
+720
132
$677K 0.19%
19,172
-664
133
$675K 0.19%
56,326
-717
134
$658K 0.19%
7,342
+465
135
$648K 0.18%
12,998
+114
136
$643K 0.18%
20,780
-26
137
$642K 0.18%
5,595
-27
138
$634K 0.18%
15,754
-549
139
$631K 0.18%
15,592
+2,486
140
$630K 0.18%
4,401
-340
141
$629K 0.18%
5,909
+322
142
$627K 0.18%
7,468
+138
143
$622K 0.18%
6,014
+117
144
$606K 0.17%
39,239
+184
145
$603K 0.17%
7,201
-28
146
$602K 0.17%
4,441
+170
147
$601K 0.17%
12,496
-483
148
$599K 0.17%
13,110
+904
149
$590K 0.17%
5,315
+632
150
$589K 0.17%
9,215
-100
4 5
6
7 8