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
426
$771K 0.04%
52,470
-1,301
427
$765K 0.04%
8,402
-433
428
$765K 0.04%
20,411
+1,833
429
$762K 0.03%
69,261
430
$761K 0.03%
31,833
431
$761K 0.03%
10,835
-153
432
$761K 0.03%
7,754
-204
433
$760K 0.03%
10,684
+1,047
434
$753K 0.03%
2,323
+32
435
$752K 0.03%
5,269
-1,718
436
$751K 0.03%
52,130
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437
$746K 0.03%
3,870
-29
438
$745K 0.03%
3,885
-14
439
$744K 0.03%
10,316
+1,832
440
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3,050
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441
$736K 0.03%
1,357
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442
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2,618
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443
$729K 0.03%
5,402
-1
444
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19,662
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445
$723K 0.03%
18,880
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446
$722K 0.03%
22,767
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447
$716K 0.03%
5,446
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448
$713K 0.03%
9,080
+1
449
$712K 0.03%
162,916
+21,998
450
$710K 0.03%
16,569
-487
16 17
18
19 20