We are live on ! Find out more
LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+9.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
Cap. Flow
+$20.9M
Cap. Flow %
0.85%
Top 10 Hldgs %
33.39%
Holding
972
New
42
Increased
479
Reduced
318
Closed
41

Top Buys

1
MSFT icon
Microsoft
MSFT
+$6.64M
2
SNX icon
TD Synnex
SNX
+$3.48M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
AAPL icon
Apple
AAPL
+$3.56M
2
LYFT icon
Lyft
LYFT
+$1.58M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
251
iShares MSCI ACWI ETF
ACWI
$32.9B
$1.74M 0.07%
12,599
– –
CCJ icon
252
Cameco
CCJ
$37.4B
$1.73M 0.07%
20,574
+1,292
+7% +$100K
AVDE icon
253
Avantis International Equity ETF
AVDE
$17.4B
$1.72M 0.07%
21,850
– –
SCZ icon
254
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$1.72M 0.07%
22,397
– –
ELV icon
255
Elevance Health
ELV
$79.6B
$1.72M 0.07%
5,312
-193
-4% -$60K
FIVN icon
256
FIVE9
FIVN
$1.97B
$1.71M 0.07%
70,522
-173
-0.2% -$4.57K
BX icon
257
Blackstone
BX
$155B
$1.7M 0.07%
9,975
-871
-8% -$149K
GLW icon
258
Corning
GLW
$135B
$1.7M 0.07%
20,749
+754
+4% +$49.3K
KKR icon
259
KKR & Co
KKR
$90.6B
$1.7M 0.07%
13,094
+118
+0.9% +$16.8K
HWM icon
260
Howmet Aerospace
HWM
$110B
$1.68M 0.07%
8,546
+570
+7% +$104K
MET icon
261
MetLife
MET
$60.5B
$1.68M 0.07%
20,355
+809
+4% +$63.7K
LNG icon
262
Cheniere Energy
LNG
$54.5B
$1.67M 0.07%
7,122
+358
+5% +$84.1K
ROST icon
263
Ross Stores
ROST
$74.9B
$1.67M 0.07%
10,979
+159
+1% +$22.7K
KYN icon
264
Kayne Anderson Energy Infrastructure Fund
KYN
$2.47B
$1.65M 0.07%
133,672
+50,000
+60% +$616K
COP icon
265
ConocoPhillips
COP
$139B
$1.64M 0.07%
17,311
+684
+4% +$64.7K
NTES icon
266
NetEase
NTES
$84.1B
$1.63M 0.07%
10,739
-119
-1% -$16.4K
XPEV icon
267
XPeng
XPEV
$12.8B
$1.63M 0.07%
69,656
+1,547
+2% +$31K
NKE icon
268
Nike
NKE
$64.8B
$1.62M 0.07%
23,293
+181
+0.8% +$13.5K
BTI icon
269
British American Tobacco
BTI
$135B
$1.61M 0.07%
30,388
+4,014
+15% +$218K
OMC icon
270
Omnicom Group
OMC
$23.3B
$1.61M 0.07%
19,775
-2,426
-11% -$183K
DLR icon
271
Digital Realty Trust
DLR
$64.3B
$1.61M 0.07%
9,290
+163
+2% +$27.9K
FAST icon
272
Fastenal
FAST
$52.2B
$1.59M 0.07%
32,516
-910
-3% -$43K
AU icon
273
AngloGold Ashanti
AU
$39B
$1.59M 0.07%
22,663
-212
-0.9% -$11.9K
CEG icon
274
Constellation Energy
CEG
$90.3B
$1.59M 0.07%
4,837
+76
+2% +$24.5K
BKR icon
275
Baker Hughes
BKR
$55.4B
$1.59M 0.06%
32,622
-179
-0.5% -$7.9K
9 10
11
12 13

Similar funds

TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Wealth Management held 972 positions worth $2.45B, up 9% from $2.25B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Laird Norton Wetherby Wealth Management's Q3 2025 filing shows 42 new, 479 increased, 318 reduced and 41 closed positions. Its largest new stake was Nextpower Inc: 7,490 shares worth $554K. The largest sale was Apple, an estimated $3.56M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc: 7,490 shares worth $554K.
  • Laird Norton Wetherby Wealth Management added most to Microsoft in Q3 2025, an estimated $6.64M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $3.56M.
  • Laird Norton Wetherby Wealth Management fully exited iShares Floating Rate Bond ETF in Q3 2025, selling an estimated $1.26M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 33% of its $2.45B portfolio in Q3 2025.
  • Laird Norton Wetherby Wealth Management opened 42 new positions and closed 41 in Q3 2025.
  • Laird Norton Wetherby Wealth Management's portfolio value rose 9% quarter-over-quarter to $2.45B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.