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
26
$12.7M 0.58%
14,320
-559
27
$12.1M 0.55%
101,581
-2,843
28
$11.9M 0.54%
24,070
-392
29
$10.7M 0.49%
112,123
30
$10.4M 0.48%
29,562
+29
31
$10.2M 0.47%
60,149
-1,404
32
$9.61M 0.44%
119,011
-7,012
33
$9.45M 0.43%
54,550
-3,784
34
$9.12M 0.42%
190,539
-9,725
35
$9.09M 0.42%
10,906
-172
36
$8.89M 0.41%
45,030
-409
37
$8.78M 0.4%
16,633
-1,803
38
$8.75M 0.4%
53,355
+40
39
$8.59M 0.39%
73,303
-3,383
40
$7.93M 0.36%
82,616
-176
41
$7.92M 0.36%
15,299
-153
42
$7.65M 0.35%
27,952
+413
43
$7.62M 0.35%
192,150
-301
44
$7.54M 0.34%
49,961
-157
45
$7.13M 0.33%
13,811
+179
46
$7.08M 0.32%
22,530
-131
47
$7.01M 0.32%
97,581
-517
48
$6.92M 0.32%
21,173
-284
49
$6.62M 0.3%
38,925
-290
50
$6.59M 0.3%
38,752
-2,213
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2
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