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
126
$2.11M 0.16%
26,756
-4,704
127
$2.07M 0.16%
9,654
-307
128
$2.03M 0.16%
59,531
-11,313
129
$2.03M 0.15%
17,182
-113
130
$2M 0.15%
7,733
-1,880
131
$2M 0.15%
30,216
-2,953
132
$1.99M 0.15%
37,122
-3,300
133
$1.97M 0.15%
61,431
-456
134
$1.96M 0.15%
27,304
-659
135
$1.96M 0.15%
20,448
-146
136
$1.95M 0.15%
4,654
+18
137
$1.95M 0.15%
121,409
+624
138
$1.94M 0.15%
39,295
-1,586
139
$1.94M 0.15%
25,738
-4,773
140
$1.93M 0.15%
21,725
+103
141
$1.93M 0.15%
7,911
-1,947
142
$1.9M 0.14%
6,769
-319
143
$1.87M 0.14%
34,292
-54
144
$1.87M 0.14%
7,269
-1,234
145
$1.85M 0.14%
8,344
-165
146
$1.84M 0.14%
7,760
-307
147
$1.82M 0.14%
23,561
-4,002
148
$1.82M 0.14%
4,917
-461
149
$1.81M 0.14%
23,011
-1,501
150
$1.75M 0.13%
10,145
-745
4 5
6
7 8