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
351
$1.03M 0.05%
22,735
+389
352
$1.03M 0.05%
50,124
-2,077
353
$1.03M 0.05%
34,489
-3,694
354
$1.02M 0.05%
22,343
-568
355
$1.02M 0.05%
21,285
-209
356
$1.01M 0.05%
9,884
-836
357
$1.01M 0.05%
10,844
-727
358
$1.01M 0.05%
21,987
-224
359
$1M 0.05%
15,886
-125
360
$1M 0.05%
7,836
-290
361
$1M 0.05%
7,605
362
$1M 0.05%
8,150
-587
363
$997K 0.05%
30,022
-237
364
$997K 0.05%
5,492
-582
365
$991K 0.05%
24,776
-5,191
366
$987K 0.05%
658
-6
367
$982K 0.04%
5,626
+1,239
368
$980K 0.04%
14,712
+1,976
369
$979K 0.04%
8,856
-1,969
370
$966K 0.04%
30,772
-1,346
371
$965K 0.04%
230,764
+7,223
372
$963K 0.04%
+84,162
373
$958K 0.04%
22,397
-378
374
$956K 0.04%
8,617
-337
375
$953K 0.04%
1,882
+143
13 14
15
16 17