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
301
$1.25M 0.06%
5,131
+9
302
$1.24M 0.06%
16,841
-1,963
303
$1.24M 0.06%
194,541
-3,217
304
$1.24M 0.06%
3,414
+18
305
$1.24M 0.06%
11,819
-2,176
306
$1.23M 0.06%
4,722
-135
307
$1.23M 0.06%
7,712
-200
308
$1.22M 0.06%
7,518
-3,438
309
$1.22M 0.06%
41,783
310
$1.21M 0.06%
7,355
-113
311
$1.2M 0.06%
69,762
-25,060
312
$1.2M 0.05%
5,057
-413
313
$1.2M 0.05%
8,054
-138
314
$1.2M 0.05%
2,148
-28
315
$1.19M 0.05%
13,112
+42
316
$1.19M 0.05%
7,069
-100
317
$1.19M 0.05%
6,931
-28
318
$1.18M 0.05%
5,356
-338
319
$1.18M 0.05%
16,146
+188
320
$1.18M 0.05%
18,144
-2,636
321
$1.17M 0.05%
5,173
-13
322
$1.15M 0.05%
11,667
-226
323
$1.15M 0.05%
31,846
-190
324
$1.15M 0.05%
12,856
+600
325
$1.14M 0.05%
5,517
-43
11 12
13
14 15