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
$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
1
$20.7M 5.03%
95
2
$17M 4.14%
3,859,440
-1,331,520
3
$15.5M 3.78%
498,972
+16,032
4
$8.19M 1.99%
96,371
-2,882
5
$7.95M 1.94%
26,716
+2,584
6
$7.07M 1.72%
248,304
+856
7
$6.85M 1.67%
74,026
-216
8
$6.79M 1.65%
166,919
-8,017
9
$6.58M 1.6%
62,691
+106
10
$5.61M 1.37%
203,878
-22,618
11
$4.98M 1.21%
34,528
+955
12
$4.76M 1.16%
86,854
+313
13
$4.47M 1.09%
44,471
+1,041
14
$4.24M 1.03%
35,673
+1,192
15
$4.08M 0.99%
123,693
+3,847
16
$3.96M 0.96%
48,301
+240
17
$3.9M 0.95%
141,608
+11,973
18
$3.86M 0.94%
39,360
+751
19
$3.75M 0.91%
69,011
+2,380
20
$3.18M 0.77%
29,653
+689
21
$2.96M 0.72%
30,991
+384
22
$2.93M 0.71%
45,387
+1,535
23
$2.77M 0.67%
45,753
24
$2.69M 0.65%
85,867
-4,051
25
$2.64M 0.64%
65,073
-266
1
2 3 4 5