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
$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
1
$21.5M 5.4%
95
2
$19.7M 4.96%
+5,190,960
3
$13.3M 3.35%
482,940
-1,600
4
$9.18M 2.31%
99,253
+275
5
$8.13M 2.04%
174,936
+2,048
6
$6.96M 1.75%
74,242
+214
7
$6.9M 1.74%
247,448
+700
8
$6.3M 1.58%
226,496
-14,742
9
$6.21M 1.56%
24,132
+551
10
$5.89M 1.48%
62,585
-1,378
11
$5.04M 1.27%
33,573
-71
12
$4.69M 1.18%
86,541
+1,113
13
$4.54M 1.14%
43,430
+686
14
$4.38M 1.1%
48,061
+2,012
15
$4.18M 1.05%
34,481
+1,317
16
$3.65M 0.92%
66,631
+1,770
17
$3.64M 0.92%
38,609
+412
18
$3.54M 0.89%
119,846
+573
19
$3.42M 0.86%
129,635
+963
20
$3.26M 0.82%
89,918
+6,062
21
$3.07M 0.77%
28,964
+906
22
$2.95M 0.74%
26,267
-1,030
23
$2.9M 0.73%
30,607
+623
24
$2.86M 0.72%
45,753
+4,354
25
$2.76M 0.69%
65,339
+3,209
1
2 3 4 5