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
176
$536K 0.13%
17,280
+1,034
177
$533K 0.13%
6,461
+86
178
$530K 0.13%
9,725
+1,008
179
$529K 0.13%
72,742
-4,495
180
$526K 0.13%
5,574
+92
181
$524K 0.13%
30,808
+3,272
182
$524K 0.13%
9,115
+728
183
$524K 0.13%
4,842
-22
184
$517K 0.13%
37,033
+9,226
185
$511K 0.13%
6,050
186
$509K 0.13%
2,643
+119
187
$509K 0.13%
2,700
+800
188
$506K 0.13%
82,467
+3,827
189
$506K 0.13%
119,999
190
$500K 0.13%
11,246
+20
191
$496K 0.12%
4,314
+264
192
$494K 0.12%
12,434
-597
193
$490K 0.12%
12,302
-880
194
$485K 0.12%
3,632
+137
195
$481K 0.12%
37,080
-2,411
196
$480K 0.12%
3,339
+115
197
$474K 0.12%
4,306
-95
198
$471K 0.12%
12,815
+12
199
$470K 0.12%
7,424
+1,926
200
$464K 0.12%
5,036
-2
6 7
8
9 10