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
476
$645K 0.03%
7,700
+2,853
477
$644K 0.03%
6,721
+361
478
$644K 0.03%
12,150
+69
479
$642K 0.03%
4,755
480
$641K 0.03%
4,266
-68
481
$641K 0.03%
16,262
-101
482
$640K 0.03%
15,708
483
$639K 0.03%
41,602
-1,723
484
$638K 0.03%
3,215
+11
485
$635K 0.03%
63,412
+4,356
486
$633K 0.03%
8,647
-132
487
$632K 0.03%
15,582
-945
488
$632K 0.03%
24,627
+6,425
489
$631K 0.03%
8,728
+45
490
$631K 0.03%
23,693
+801
491
$630K 0.03%
1,244
-7
492
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7,320
-66
493
$627K 0.03%
9,221
+74
494
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25,837
-79
495
$614K 0.03%
5,653
496
$614K 0.03%
6,512
-361
497
$609K 0.03%
5,134
-1,011
498
$609K 0.03%
6,787
-324
499
$609K 0.03%
22,851
-2,873
500
$600K 0.03%
22,330
-582
18 19
20
21 22