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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
EQT icon
326
EQT Corp
EQT
$31B
$1.27M 0.05%
23,275
-1,093
-4% -$57.7K
CP icon
327
Canadian Pacific Kansas City
CP
$83.2B
$1.25M 0.05%
16,800
-710
-4% -$54.2K
IUSG icon
328
iShares Core S&P US Growth ETF
IUSG
$31.4B
$1.25M 0.05%
7,605
– –
SPG icon
329
Simon Property Group
SPG
$74.2B
$1.23M 0.05%
6,565
+340
+5% +$58.7K
CARR icon
330
Carrier Global
CARR
$57.1B
$1.23M 0.05%
20,587
-401
-2% -$27.2K
TCOM icon
331
Trip.com Group
TCOM
$26.7B
$1.22M 0.05%
16,263
-43
-0.3% -$2.87K
SLF icon
332
Sun Life Financial
SLF
$45.3B
$1.22M 0.05%
20,259
-441
-2% -$26.5K
L icon
333
Loews
L
$23.6B
$1.21M 0.05%
12,090
+392
+3% +$37.1K
AEM icon
334
Agnico Eagle Mines
AEM
$68.5B
$1.21M 0.05%
7,171
-148
-2% -$20.3K
CRWD icon
335
CrowdStrike
CRWD
$207B
$1.21M 0.05%
9,840
-32
-0.3% -$3.64K
AME icon
336
Ametek
AME
$54.3B
$1.2M 0.05%
6,407
+364
+6% +$67K
CM icon
337
Canadian Imperial Bank of Commerce
CM
$111B
$1.2M 0.05%
15,064
-53
-0.4% -$3.99K
DASH icon
338
DoorDash
DASH
$80.2B
$1.2M 0.05%
4,397
+130
+3% +$32.6K
DHI icon
339
D.R. Horton
DHI
$42.4B
$1.19M 0.05%
7,040
+287
+4% +$45.1K
PNR icon
340
Pentair
PNR
$10.1B
$1.19M 0.05%
10,737
+136
+1% +$14.5K
DIA icon
341
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$1.19M 0.05%
2,558
– –
ESLT icon
342
Elbit Systems
ESLT
$34.7B
$1.18M 0.05%
2,318
+56
+2% +$26.2K
IWR icon
343
iShares Russell Mid-Cap ETF
IWR
$56.6B
$1.18M 0.05%
12,208
– –
RIO icon
344
Rio Tinto
RIO
$147B
$1.16M 0.05%
17,583
-1,534
-8% -$94.9K
IRTC icon
345
iRhythm Holdings
IRTC
$3.64B
$1.16M 0.05%
6,742
– –
AEP icon
346
American Electric Power
AEP
$71.9B
$1.16M 0.05%
10,298
+292
+3% +$31.9K
TTWO icon
347
Take-Two Interactive
TTWO
$43.9B
$1.16M 0.05%
4,477
+82
+2% +$19.4K
HPE icon
348
Hewlett Packard
HPE
$60.7B
$1.15M 0.05%
46,814
+802
+2% +$17.7K
LHX icon
349
L3Harris
LHX
$52.5B
$1.13M 0.05%
3,716
+115
+3% +$31.4K
PCAR icon
350
PACCAR
PCAR
$66.4B
$1.13M 0.05%
11,542
+526
+5% +$51.9K
12 13
14
15 16

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PHK
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CCA
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AF
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PE
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FSC
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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.