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
151
$587K 0.17%
32,965
-285
152
$586K 0.17%
7,870
+1,197
153
$586K 0.17%
8,721
+100
154
$575K 0.16%
15,358
-2,974
155
$564K 0.16%
11,976
+144
156
$563K 0.16%
16,110
-1,033
157
$561K 0.16%
7,230
-2
158
$559K 0.16%
6,011
159
$549K 0.16%
10,755
-1,628
160
$545K 0.16%
3,374
-56
161
$540K 0.15%
69,514
-1,330
162
$540K 0.15%
13,327
+531
163
$530K 0.15%
15,000
164
$526K 0.15%
7,173
+26
165
$524K 0.15%
10,800
+423
166
$524K 0.15%
6,604
-13
167
$516K 0.15%
16,352
-672
168
$513K 0.15%
6,416
-360
169
$512K 0.15%
56,275
+10,879
170
$512K 0.15%
5,640
+630
171
$510K 0.15%
36,414
-206
172
$509K 0.15%
119,999
173
$507K 0.14%
3,525
+24
174
$506K 0.14%
12,298
+1,769
175
$503K 0.14%
16,206
+456
5 6
7
8 9