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
126
$717K 0.17%
4,786
+237
127
$716K 0.17%
11,808
+455
128
$711K 0.17%
7,464
-1,498
129
$709K 0.17%
10,911
+1,220
130
$705K 0.17%
9,896
+165
131
$705K 0.17%
13,378
+4,022
132
$698K 0.17%
64,489
+8,752
133
$697K 0.17%
20,366
-1,540
134
$696K 0.17%
49,204
-1,413
135
$694K 0.17%
2,902
+900
136
$690K 0.17%
593
-1
137
$682K 0.17%
71,553
+8,374
138
$680K 0.17%
21,205
+1,785
139
$674K 0.16%
16,752
+1,277
140
$673K 0.16%
20,549
+5,501
141
$671K 0.16%
32,720
+151
142
$667K 0.16%
10,557
-503
143
$666K 0.16%
6,163
+61
144
$657K 0.16%
25,689
-80
145
$656K 0.16%
40,660
+3,794
146
$654K 0.16%
8,125
+20
147
$652K 0.16%
+34,915
148
$640K 0.16%
29,064
+756
149
$638K 0.16%
8,677
+1,362
150
$636K 0.15%
7,853
+1,062
4 5
6
7 8