LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$18M 5.12%
1,190
+1,089
2
$11.6M 3.32%
115,075
-3,244
3
$9.29M 2.65%
463,652
+15,708
4
$7.31M 2.09%
326,047
-4,429
5
$7.16M 2.04%
191,290
+2,291
6
$6.3M 1.8%
73,749
+410
7
$6.06M 1.73%
245,396
+1,588
8
$4.96M 1.41%
64,879
-579
9
$4.67M 1.33%
34,751
+318
10
$4.17M 1.19%
87,386
+2,392
11
$4.05M 1.15%
49,729
+666
12
$3.96M 1.13%
43,189
+958
13
$3.94M 1.12%
33,256
-1,896
14
$3.81M 1.09%
136,389
+3,453
15
$3.8M 1.08%
30,434
+447
16
$3.67M 1.05%
21,871
+83
17
$3.5M 1%
120,381
-355
18
$3.23M 0.92%
33,650
-4,880
19
$3.1M 0.88%
17,272
-1,721
20
$3.03M 0.86%
66,782
-1,634
21
$2.95M 0.84%
39,295
+526
22
$2.83M 0.81%
68,515
+1,829
23
$2.74M 0.78%
33,084
+425
24
$2.57M 0.73%
99,163
-12,521
25
$2.44M 0.7%
41,663
+254
1
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