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
151
$634K 0.15%
4,721
+428
152
$632K 0.15%
4,477
-192
153
$631K 0.15%
57,198
+2,409
154
$630K 0.15%
11,135
-417
155
$629K 0.15%
17,630
+1,661
156
$629K 0.15%
6,011
157
$628K 0.15%
13,941
+1,331
158
$623K 0.15%
5,477
+264
159
$621K 0.15%
3,490
+151
160
$615K 0.15%
9,801
+76
161
$609K 0.15%
17,340
-967
162
$609K 0.15%
113,670
+5,140
163
$608K 0.15%
18,618
+234
164
$606K 0.15%
7,779
+174
165
$604K 0.15%
8,287
-511
166
$599K 0.15%
83,205
+738
167
$594K 0.14%
2,927
+284
168
$594K 0.14%
14,353
+1,475
169
$589K 0.14%
76,032
+3,290
170
$585K 0.14%
6,723
+358
171
$584K 0.14%
9,372
+257
172
$581K 0.14%
8,053
+248
173
$579K 0.14%
3,498
-52
174
$569K 0.14%
17,450
+170
175
$565K 0.14%
11,662
-724
5 6
7
8 9