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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
USB icon
401
US Bancorp
USB
$98.7B
$923K 0.04%
19,098
+1,976
+12% +$93.5K
EA icon
402
Electronic Arts
EA
$52.4B
$922K 0.04%
4,572
+81
+2% +$13.4K
O icon
403
Realty Income
O
$60.4B
$920K 0.04%
15,128
-1,368
-8% -$79.7K
OKE icon
404
Oneok
OKE
$58.7B
$919K 0.04%
12,597
-586
-4% -$44.9K
A icon
405
Agilent Technologies
A
$39.5B
$909K 0.04%
7,084
-844
-11% -$102K
PSA icon
406
Public Storage
PSA
$55.3B
$906K 0.04%
3,135
-75
-2% -$21.5K
VLO icon
407
Valero Energy
VLO
$90.6B
$905K 0.04%
5,318
+18
+0.3% +$2.68K
TEF
408
DELISTED
Telefonica
TEF
$904K 0.04%
177,909
-6,101
-3% -$32.4K
CAH icon
409
Cardinal Health
CAH
$52.9B
$899K 0.04%
5,729
-25
-0.4% -$3.86K
SLB icon
410
SLB Ltd
SLB
$70.6B
$899K 0.04%
26,149
-1,258
-5% -$43.8K
MUB icon
411
iShares National Muni Bond ETF
MUB
$45B
$894K 0.04%
8,394
+132
+2% +$13.8K
IDXX icon
412
Idexx Laboratories
IDXX
$42.5B
$892K 0.04%
1,396
-62
-4% -$37.6K
IR icon
413
Ingersoll Rand
IR
$33B
$890K 0.04%
10,778
+376
+4% +$30.8K
BDX icon
414
Becton Dickinson
BDX
$42.1B
$889K 0.04%
4,749
+201
+4% +$37.3K
FLEX icon
415
Flex
FLEX
$46.9B
$880K 0.04%
15,180
+946
+7% +$50.3K
P
416
Everpure Inc
P
$25B
$873K 0.04%
10,416
+72
+0.7% +$4.79K
CHD icon
417
Church & Dwight Co
CHD
$22.8B
$868K 0.04%
9,905
-480
-5% -$45K
KMB icon
418
Kimberly-Clark
KMB
$35.6B
$865K 0.04%
6,954
+332
+5% +$42.9K
ROK icon
419
Rockwell Automation
ROK
$51.3B
$863K 0.04%
2,469
-157
-6% -$54.2K
JD icon
420
JD.com
JD
$40.6B
$861K 0.04%
24,617
-949
-4% -$30.9K
NOK icon
421
Nokia
NOK
$54.3B
$859K 0.04%
178,505
-31,478
-15% -$142K
MRVL icon
422
Marvell Technology
MRVL
$188B
$855K 0.03%
10,173
+113
+1% +$8.32K
NGG icon
423
National Grid
NGG
$82B
$850K 0.03%
11,870
-874
-7% -$61.3K
GIS icon
424
General Mills
GIS
$19B
$844K 0.03%
16,733
+621
+4% +$31.1K
CTVA icon
425
Corteva
CTVA
$59.4B
$838K 0.03%
12,384
+2
+0% +$145
15 16
17
18 19

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TAM
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PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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.