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
126
$692K 0.17%
4,549
-127
127
$684K 0.17%
9,731
+95
128
$677K 0.17%
594
+6
129
$674K 0.17%
3,250
+29
130
$670K 0.17%
6,471
+107
131
$667K 0.17%
13,958
+1,860
132
$662K 0.17%
54,789
+1,299
133
$659K 0.17%
9,185
-470
134
$658K 0.17%
8,105
+745
135
$655K 0.16%
33,760
136
$646K 0.16%
6,102
+134
137
$637K 0.16%
20,143
-10,016
138
$637K 0.16%
12,386
+1,119
139
$631K 0.16%
32,569
+1,865
140
$628K 0.16%
15,475
+551
141
$628K 0.16%
11,353
-505
142
$628K 0.16%
18,384
+5,896
143
$627K 0.16%
6,011
144
$624K 0.16%
6,307
+1,236
145
$622K 0.16%
15,936
+365
146
$620K 0.16%
15,969
+1,534
147
$617K 0.16%
3,550
+162
148
$616K 0.15%
11,552
-81
149
$611K 0.15%
28,888
-333
150
$608K 0.15%
12,610
+718
4 5
6
7 8