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
326
$1.13M 0.05%
5,020
-121
327
$1.13M 0.05%
13,645
+38
328
$1.12M 0.05%
31,408
-398
329
$1.1M 0.05%
16,740
+1,157
330
$1.1M 0.05%
2,588
331
$1.09M 0.05%
7,836
-115
332
$1.09M 0.05%
7,679
-313
333
$1.09M 0.05%
14,049
-205
334
$1.08M 0.05%
4,770
-114
335
$1.08M 0.05%
12,078
+6
336
$1.07M 0.05%
12,179
+1
337
$1.07M 0.05%
1,818
338
$1.06M 0.05%
8,941
+198
339
$1.06M 0.05%
20,262
-373
340
$1.06M 0.05%
45,475
-790
341
$1.05M 0.05%
3,478
-531
342
$1.05M 0.05%
10,747
+28
343
$1.05M 0.05%
16,659
-1,025
344
$1.05M 0.05%
13,786
-147
345
$1.05M 0.05%
9,067
-736
346
$1.04M 0.05%
215,018
-12,455
347
$1.04M 0.05%
9,537
-513
348
$1.04M 0.05%
16,660
349
$1.04M 0.05%
17,436
-353
350
$1.03M 0.05%
13,111
12 13
14
15 16