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
$2.19B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$845K
3
+$826K
4
NVDA icon
NVIDIA
NVDA
+$667K
5
AON icon
Aon
AON
+$663K

Top Sells

1
+$3.84M
2
+$3.25M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 28.78%
2 Financials 10.09%
3 Healthcare 9.36%
4 Consumer Discretionary 8.27%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.09%
34,531
+474
227
$1.85M 0.08%
15,826
-1,675
228
$1.85M 0.08%
9,766
-40
229
$1.85M 0.08%
26,018
-693
230
$1.85M 0.08%
13,151
-5,178
231
$1.85M 0.08%
9,444
+9
232
$1.83M 0.08%
12,376
-48
233
$1.79M 0.08%
351,834
-22,595
234
$1.78M 0.08%
3,368
+78
235
$1.77M 0.08%
3,768
-10
236
$1.75M 0.08%
22,815
-540
237
$1.75M 0.08%
74,646
-52,312
238
$1.75M 0.08%
8,710
-216
239
$1.75M 0.08%
16,602
-1,778
240
$1.74M 0.08%
11,563
-905
241
$1.74M 0.08%
25,676
-2,825
242
$1.73M 0.08%
21,543
+220
243
$1.73M 0.08%
10,745
-155
244
$1.72M 0.08%
48,593
+1,055
245
$1.71M 0.08%
8,917
+1,351
246
$1.69M 0.08%
21,704
+143
247
$1.69M 0.08%
12,961
+265
248
$1.68M 0.08%
165,432
-3,370
249
$1.68M 0.08%
6,770
-24
250
$1.68M 0.08%
25,988
-1,460
8 9
10
11 12