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
276
$1.49M 0.07%
7,785
-580
277
$1.48M 0.07%
16,358
-1,506
278
$1.47M 0.07%
11,925
-120
279
$1.47M 0.07%
5,365
-285
280
$1.46M 0.07%
21,850
281
$1.44M 0.07%
1,783
+7
282
$1.44M 0.07%
10,541
-637
283
$1.42M 0.06%
9,485
-122
284
$1.4M 0.06%
4,407
-252
285
$1.39M 0.06%
10,983
-968
286
$1.38M 0.06%
5,705
-273
287
$1.37M 0.06%
10,690
+121
288
$1.37M 0.06%
15,937
+1,044
289
$1.36M 0.06%
28,934
+195
290
$1.36M 0.06%
19,249
-231
291
$1.34M 0.06%
21,929
-324
292
$1.34M 0.06%
33,697
-5,530
293
$1.33M 0.06%
33,114
-394
294
$1.32M 0.06%
10,541
-186
295
$1.28M 0.06%
25,065
-395
296
$1.28M 0.06%
7,102
-42
297
$1.27M 0.06%
21,969
-344
298
$1.27M 0.06%
130,329
-7,606
299
$1.26M 0.06%
19,490
+1,144
300
$1.25M 0.06%
4,913
+48
10 11
12
13 14