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
176
$565K 0.14%
38,707
+1,627
177
$562K 0.14%
21,612
+816
178
$561K 0.14%
25,044
+192
179
$555K 0.14%
26,192
-2,696
180
$553K 0.13%
2,345
+31
181
$545K 0.13%
12,724
-1,234
182
$545K 0.13%
7,617
+193
183
$544K 0.13%
5,774
-533
184
$544K 0.13%
4,976
+134
185
$539K 0.13%
5,063
+467
186
$538K 0.13%
39,684
+2,651
187
$532K 0.13%
4,677
+185
188
$531K 0.13%
10,061
+1,254
189
$530K 0.13%
2,687
+274
190
$526K 0.13%
30,568
-240
191
$526K 0.13%
14,869
+3,052
192
$525K 0.13%
6,346
-115
193
$524K 0.13%
3,748
+116
194
$520K 0.13%
36,995
+3,425
195
$518K 0.13%
5,617
+43
196
$517K 0.13%
5,336
+300
197
$517K 0.13%
11,527
+281
198
$513K 0.12%
9,993
+1,940
199
$511K 0.12%
2,700
200
$507K 0.12%
4,435
+129
6 7
8
9 10