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
451
$706K 0.03%
3,197
+4
452
$706K 0.03%
135,204
-758
453
$705K 0.03%
50,156
-6,455
454
$703K 0.03%
12,019
455
$702K 0.03%
7,156
+618
456
$700K 0.03%
27,868
-1,438
457
$698K 0.03%
4,865
-206
458
$694K 0.03%
5,528
459
$694K 0.03%
56,960
+15,247
460
$689K 0.03%
220,913
+27
461
$688K 0.03%
13,187
-3,761
462
$684K 0.03%
29,317
+546
463
$684K 0.03%
6,242
-82
464
$682K 0.03%
62,885
-4,845
465
$681K 0.03%
11,588
-1,038
466
$680K 0.03%
5,402
+3
467
$678K 0.03%
4,726
-47
468
$676K 0.03%
23,286
-14
469
$670K 0.03%
21,786
-20
470
$666K 0.03%
17,083
+4,586
471
$661K 0.03%
8,593
+1,029
472
$660K 0.03%
11,424
-163
473
$659K 0.03%
14,495
-606
474
$655K 0.03%
4,259
-96
475
$652K 0.03%
11,387
+46
17 18
19
20 21