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
176
$1.47M 0.11%
58,410
-1,311
177
$1.47M 0.11%
5,219
-1,310
178
$1.47M 0.11%
11,514
-2,584
179
$1.45M 0.11%
14,803
-906
180
$1.45M 0.11%
13,100
-3,482
181
$1.45M 0.11%
12,166
-666
182
$1.45M 0.11%
620
-143
183
$1.44M 0.11%
34,302
-8,624
184
$1.43M 0.11%
37,325
-12
185
$1.42M 0.11%
10,184
+609
186
$1.42M 0.11%
19,606
+195
187
$1.41M 0.11%
17,852
-4,908
188
$1.4M 0.11%
8,881
-760
189
$1.39M 0.11%
15,618
-433
190
$1.38M 0.11%
26,590
-20,860
191
$1.38M 0.11%
5,622
-204
192
$1.38M 0.11%
35,216
+1,442
193
$1.37M 0.1%
5,175
+11
194
$1.37M 0.1%
35,668
-1,337
195
$1.36M 0.1%
4,923
-444
196
$1.36M 0.1%
50,292
-2,609
197
$1.36M 0.1%
10,495
-8,985
198
$1.34M 0.1%
26,228
-1,173
199
$1.34M 0.1%
14,383
-85
200
$1.32M 0.1%
4,437
-76
6 7
8
9 10