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
$351M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.02M
3
+$336K
4
AAPL icon
Apple
AAPL
+$315K
5
COR icon
Cencora
COR
+$297K

Top Sells

1
+$3.25M
2
+$1.09M
3
+$468K
4
DHR icon
Danaher
DHR
+$358K
5
DELL
DELL INC
DELL
+$348K

Sector Composition

1 Financials 19.13%
2 Technology 14.67%
3 Healthcare 13.7%
4 Energy 9.12%
5 Consumer Staples 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$444K 0.13%
8,259
-253
202
$442K 0.13%
9,714
-143
203
$434K 0.12%
1,613
+127
204
$433K 0.12%
8,751
+213
205
$431K 0.12%
4,676
-179
206
$430K 0.12%
7,405
+204
207
$430K 0.12%
5,711
+19
208
$428K 0.12%
4,140
-18
209
$428K 0.12%
4,477
-197
210
$426K 0.12%
6,167
+200
211
$423K 0.12%
16,294
-688
212
$422K 0.12%
5,614
-95
213
$419K 0.12%
4,533
-290
214
$419K 0.12%
26,598
+798
215
$419K 0.12%
5,676
-19
216
$412K 0.12%
6,664
-2,884
217
$409K 0.12%
6,005
+31
218
$408K 0.12%
12,198
-368
219
$408K 0.12%
5,108
+29
220
$406K 0.12%
27,004
-324
221
$404K 0.12%
3,913
-89
222
$403K 0.11%
6,226
+93
223
$403K 0.11%
15,169
+106
224
$400K 0.11%
4,405
+571
225
$400K 0.11%
5,868
+735
7 8
9
10 11