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
401
$836K 0.04%
10,836
+68
402
$834K 0.04%
3,704
+168
403
$832K 0.04%
80,967
-794
404
$823K 0.04%
7,157
-6
405
$821K 0.04%
27,771
-345
406
$819K 0.04%
8,091
-674
407
$817K 0.04%
36,858
+6
408
$815K 0.04%
2,733
-56
409
$813K 0.04%
3,027
-128
410
$812K 0.04%
5,789
-1
411
$807K 0.04%
8,046
+522
412
$802K 0.04%
13,424
-2,287
413
$801K 0.04%
10,778
-498
414
$798K 0.04%
9,945
-664
415
$797K 0.04%
46,042
-171
416
$796K 0.04%
66,082
-2,212
417
$793K 0.04%
2,794
+30
418
$793K 0.04%
31,295
+1,130
419
$789K 0.04%
10,818
+324
420
$787K 0.04%
1,462
+25
421
$781K 0.04%
4,366
-131
422
$776K 0.04%
4,502
+22
423
$775K 0.04%
3,902
424
$775K 0.04%
12,630
+319
425
$771K 0.04%
12,163
-250
15 16
17
18 19