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
201
$1.32M 0.1%
5,750
-150
202
$1.32M 0.1%
20,205
-698
203
$1.31M 0.1%
10,279
+27
204
$1.31M 0.1%
10,424
-102
205
$1.3M 0.1%
21,273
-1,779
206
$1.29M 0.1%
4,552
-25
207
$1.28M 0.1%
4,582
+223
208
$1.28M 0.1%
8,248
-63
209
$1.27M 0.1%
9,053
-1,032
210
$1.27M 0.1%
10,596
-1,373
211
$1.27M 0.1%
11,020
-163
212
$1.26M 0.1%
287,444
213
$1.26M 0.1%
21,674
-57
214
$1.26M 0.1%
16,650
-355
215
$1.26M 0.1%
3,818
-694
216
$1.24M 0.09%
5,935
-30
217
$1.24M 0.09%
23,664
-2,588
218
$1.21M 0.09%
4,926
-909
219
$1.21M 0.09%
5,971
-957
220
$1.2M 0.09%
4,115
-398
221
$1.19M 0.09%
6,412
-1,199
222
$1.19M 0.09%
10,046
+249
223
$1.19M 0.09%
9,025
+358
224
$1.19M 0.09%
10,826
-584
225
$1.18M 0.09%
40,530
+898
7 8
9
10 11