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
151
$1.74M 0.13%
28,784
+57
152
$1.72M 0.13%
10,139
-2,241
153
$1.72M 0.13%
20,402
+38
154
$1.72M 0.13%
22,151
-58
155
$1.71M 0.13%
43,865
-1,404
156
$1.71M 0.13%
38,177
+253
157
$1.71M 0.13%
7,525
-130
158
$1.69M 0.13%
7,005
+224
159
$1.69M 0.13%
20,069
-1,453
160
$1.69M 0.13%
3,369
-286
161
$1.68M 0.13%
18,997
-518
162
$1.68M 0.13%
10,473
-10
163
$1.67M 0.13%
12,094
-885
164
$1.65M 0.13%
64,594
-14,718
165
$1.65M 0.13%
15,171
+330
166
$1.6M 0.12%
47,646
+1,054
167
$1.57M 0.12%
26,825
-2,294
168
$1.55M 0.12%
99,800
-457
169
$1.54M 0.12%
13,282
-202
170
$1.54M 0.12%
23,472
-8,204
171
$1.52M 0.12%
27,505
-502
172
$1.51M 0.12%
5,628
-466
173
$1.5M 0.11%
25,180
+170
174
$1.48M 0.11%
30,780
-2,766
175
$1.47M 0.11%
10,013
-88
5 6
7
8 9