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
501
$600K 0.03%
4,672
-13
502
$592K 0.03%
5,361
+157
503
$591K 0.03%
3,692
+5
504
$591K 0.03%
15,889
+641
505
$590K 0.03%
3,045
-1,514
506
$585K 0.03%
85,099
-950
507
$585K 0.03%
8,866
-2,460
508
$579K 0.03%
9,955
+545
509
$578K 0.03%
217,339
-15,738
510
$576K 0.03%
7,656
-737
511
$576K 0.03%
1,600
+15
512
$576K 0.03%
18,112
-4,182
513
$571K 0.03%
1,542
+17
514
$569K 0.03%
10,420
-349
515
$569K 0.03%
15,715
+3,211
516
$565K 0.03%
5,439
-645
517
$565K 0.03%
4,111
-287
518
$565K 0.03%
5,018
-779
519
$561K 0.03%
2,338
+159
520
$561K 0.03%
10,885
-1,166
521
$560K 0.03%
52,922
+1,073
522
$559K 0.03%
3,177
-34
523
$555K 0.03%
27,010
+2
524
$553K 0.03%
6,720
-152
525
$553K 0.03%
5,476
+264
19 20
21
22 23