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
$494M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$893K
3
+$623K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591K
5
META icon
Meta Platforms (Facebook)
META
+$583K

Top Sells

1
+$782K
2
+$660K
3
+$380K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$342K
5
DHR icon
Danaher
DHR
+$314K

Sector Composition

1 Financials 17.56%
2 Technology 16.76%
3 Healthcare 14.83%
4 Communication Services 9.11%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 4.2%
96
2
$16.1M 3.26%
569,500
+17,132
3
$11.5M 2.33%
199,525
+3,583
4
$9.24M 1.87%
97,348
-1,754
5
$8.92M 1.8%
102,186
+3,160
6
$7.87M 1.59%
1,480,624
-4,000
7
$7.8M 1.58%
256,536
8
$6.68M 1.35%
56,516
+2,762
9
$6.36M 1.29%
27,623
+1,134
10
$5.96M 1.21%
42,006
+855
11
$5.74M 1.16%
61,795
+659
12
$5.74M 1.16%
44,730
+4,545
13
$5.6M 1.13%
94,038
+507
14
$5.25M 1.06%
36,377
+1,024
15
$4.93M 1%
117,840
+2,680
16
$4.92M 1%
122,440
+14,700
17
$4.77M 0.96%
150,319
+2,721
18
$4.54M 0.92%
50,534
+1,094
19
$4.5M 0.91%
140,000
+3,492
20
$3.96M 0.8%
128,968
+8,023
21
$3.68M 0.74%
55,221
+3,356
22
$3.64M 0.74%
33,496
+1,461
23
$3.49M 0.71%
262,368
-7,143
24
$3.4M 0.69%
33,048
+1,102
25
$3.38M 0.68%
89,589
+2,263
1
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