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
201
$506K 0.12%
8,118
+695
202
$506K 0.12%
6,050
203
$504K 0.12%
11,337
+254
204
$499K 0.12%
1,366
+93
205
$497K 0.12%
8,233
+416
206
$489K 0.12%
9,681
+664
207
$487K 0.12%
7,302
+589
208
$484K 0.12%
6,052
-245
209
$484K 0.12%
15,617
+1,740
210
$479K 0.12%
119,999
211
$478K 0.12%
10,795
-264
212
$477K 0.12%
3,684
+79
213
$468K 0.11%
4,523
+236
214
$466K 0.11%
12,439
+613
215
$464K 0.11%
12,289
-145
216
$463K 0.11%
27,680
-356
217
$461K 0.11%
6,888
+186
218
$460K 0.11%
5,995
-577
219
$457K 0.11%
5,636
+1,086
220
$455K 0.11%
6,703
+1,970
221
$453K 0.11%
6,929
+253
222
$452K 0.11%
12,154
-148
223
$450K 0.11%
8,216
+150
224
$450K 0.11%
55,008
+1,370
225
$448K 0.11%
4,024
+673
7 8
9
10 11