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
151
$599K 0.15%
4,415
+103
152
$598K 0.15%
55,737
-2,678
153
$597K 0.15%
18,307
+618
154
$593K 0.15%
12,878
-222
155
$590K 0.15%
2,314
+104
156
$589K 0.15%
7,605
-45
157
$585K 0.15%
35,423
-3,091
158
$583K 0.15%
6,791
-302
159
$578K 0.15%
14,316
+1,208
160
$576K 0.14%
6,297
+32
161
$574K 0.14%
7,315
+277
162
$572K 0.14%
36,866
-2,336
163
$571K 0.14%
19,420
+23
164
$570K 0.14%
9,691
+1,031
165
$564K 0.14%
63,179
-5,192
166
$562K 0.14%
4,470
+131
167
$560K 0.14%
11,083
+819
168
$554K 0.14%
28,308
+3,750
169
$553K 0.14%
20,796
+1,480
170
$549K 0.14%
6,572
+827
171
$544K 0.14%
7,805
-496
172
$543K 0.14%
11,059
+604
173
$542K 0.14%
5,213
-161
174
$540K 0.14%
7,817
-290
175
$538K 0.14%
4,293
+158
5 6
7
8 9