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
376
$946K 0.04%
5,335
-73
377
$946K 0.04%
2,055
378
$935K 0.04%
3,114
-126
379
$933K 0.04%
3,921
+48
380
$933K 0.04%
25,497
+3,148
381
$923K 0.04%
1,826
-71
382
$910K 0.04%
10,878
-357
383
$907K 0.04%
11,474
-18
384
$901K 0.04%
11,538
-508
385
$891K 0.04%
65,669
+5,298
386
$886K 0.04%
1,520
-42
387
$878K 0.04%
10,087
+1,105
388
$878K 0.04%
3,596
-109
389
$874K 0.04%
9,044
-407
390
$873K 0.04%
23,484
+10,081
391
$869K 0.04%
23,711
+4,910
392
$867K 0.04%
13,519
-61
393
$867K 0.04%
71,335
-138
394
$865K 0.04%
8,575
-59
395
$855K 0.04%
3,037
-61
396
$851K 0.04%
8,509
-248
397
$846K 0.04%
10,951
398
$844K 0.04%
12,738
-706
399
$842K 0.04%
8,148
-325
400
$841K 0.04%
3,495
+60
14 15
16
17 18