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
201
$462K 0.12%
6,702
-226
202
$455K 0.11%
1,273
+10
203
$455K 0.11%
28,036
-36
204
$450K 0.11%
5,854
+327
205
$450K 0.11%
24,852
-104
206
$446K 0.11%
8,053
-212
207
$446K 0.11%
8,807
+159
208
$446K 0.11%
2,413
-81
209
$445K 0.11%
15,048
-5,769
210
$445K 0.11%
108,530
+4,015
211
$443K 0.11%
17,635
+2,067
212
$441K 0.11%
9,356
-3,066
213
$440K 0.11%
3,197
+163
214
$438K 0.11%
3,582
215
$433K 0.11%
4,784
+421
216
$431K 0.11%
6,569
+343
217
$431K 0.11%
8,066
+197
218
$426K 0.11%
2,002
-163
219
$420K 0.11%
6,676
+348
220
$419K 0.11%
33,570
+1,995
221
$418K 0.11%
3,817
+34
222
$413K 0.1%
11,826
+4,349
223
$412K 0.1%
7,795
-122
224
$411K 0.1%
2,991
-842
225
$408K 0.1%
4,596
+236
7 8
9
10 11